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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+ Paul Comstock Partners $2.8B · Houston, TX
Minnetonka, MN
San Antonio, TX
Assets under management$2.96B$3.15B$2.79B
Asset growth, last 2 years+19%+23%+99%
Advisory staff16825
Individual clients3583,4992,103
Assets per client$8.3M$900K$1.3M
Clients per advisor3585184
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack3–11
People on Advicer.bio–5845

From each firm's latest Form ADV (Aug 2026, Mar 2026, Oct 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 PartnersTitleist Asset Management
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it–Uses it
Altruist––Uses it
Raymond James––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Hazel––Uses it
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond––Uses it
Wealthbox––Uses it
AI Platforms
ChatGPT––Uses it
Client Data Gathering
Asset-Map––Uses it
Investment Data/Analytics
YCharts––Uses it

Custodians on Form ADV: Cardiff Park Advisors: Schwab · Advisornet Wealth Partners: Schwab, Fidelity · Titleist Asset Management: Schwab, Raymond James