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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 Cayside Partners (swap one in):+ Websterrogers Financial Advisors, LLC $460.5M · Florence, SC+ Roth Financial Partners LLC $460.1M · Kingwood, TX+ Clearwell Group $413.5M · Tampa, FL+ Northbridge Financial Group, LLC $413.1M · Tampa, FL
Jupiter, FL
San Diego, CA
Annapolis, MD
Assets under management$438M$460.3M$460.7M
Asset growth, last 2 years+170%+15%+39%
Advisory staff439
Individual clients69378354
Assets per client$6.3M$1.2M$1.3M
Clients per advisor1712639
Main custodianFidelityFidelitySchwab
Filing with the SEC since20242012 or earlier2023
Tools in their stack225
People on Advicer.bio537

From each firm's latest Form ADV (Sep 2026, Jun 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.

ToolCayside PartnersBeta Wealth Group, IncCurio Wealth, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Portal
Fynancial––Uses it
Financial Planning
eMoney–Uses itUses it
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Cayside Partners: Fidelity, Northern Trust · Beta Wealth Group, Inc: Fidelity, Schwab · Curio Wealth, LLC: Schwab