Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Cadogan Park (swap one in):+ Jason Janes Wealth Management, Inc. $49.8M · Princeton, MN+ Boulevard Investment Management LLC $49.8M · Santa Monica, CA+ Pacific Haven Financial, LLC $45M · Torrance, CA+ Retirement Collaborative LLC $45M · Harrisburg, PA
Vancouver, B.c.
Andover, MA
Lewisburg, PA
Assets under management$47.4M$49.8M$45M
Asset growth, last 2 years+30%––
Advisory staff221
Individual clients7554167
Assets per client$632K$922K$270K
Clients per advisor3827167
Main custodian–––
Filing with the SEC since201820262026
Tools in their stack–32
People on Advicer.bio–21

From each firm's latest Form ADV (Oct 2025, Feb 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCadogan ParkLaunch Financial PlanningOmniwealth Investments LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses itUses it