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 Cardiff Park Advisors (swap one in):+ Cyndeo Wealth Partners $3.15B · St. Petersburg, FL+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Strategic Financial Services $2.81B · Utica, NY+ Titleist Asset Management $2.79B · San Antonio, TX
Minnetonka, MN
Houston, TX
Assets under management$2.96B$3.15B$2.8B
Asset growth, last 2 years+19%+23%+38%
Advisory staff16811
Individual clients3583,499109
Assets per client$8.3M$900K$25.7M
Clients per advisor3585110
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio–5813

From each firm's latest Form ADV (Aug 2026, Mar 2026, May 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.

ToolCardiff Park AdvisorsAdvisornet Wealth PartnersPaul Comstock Partners
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuideUses it––

Custodians on Form ADV: Cardiff Park Advisors: Schwab · Advisornet Wealth Partners: Schwab, Fidelity · Paul Comstock Partners: Schwab, Northern Trust