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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):+ Curio Wealth, LLC $460.7M · Annapolis, MD+ Websterrogers Financial Advisors, LLC $460.5M · Florence, SC+ Clearwell Group $413.5M · Tampa, FL+ Northbridge Financial Group, LLC $413.1M · Tampa, FL
Jupiter, FL
San Diego, CA
Kingwood, TX
Assets under management$438M$460.3M$460.1M
Asset growth, last 2 years+170%+15%+42%
Advisory staff433
Individual clients69378267
Assets per client$6.3M$1.2M$1.7M
Clients per advisor1712689
Main custodianFidelityFidelityRaymond James
Filing with the SEC since20242012 or earlier2020
Tools in their stack221
People on Advicer.bio533

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

1 tool 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, IncRoth Financial Partners LLC
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses itUses itUses it

Custodians on Form ADV: Cayside Partners: Fidelity, Northern Trust · Beta Wealth Group, Inc: Fidelity, Schwab · Roth Financial Partners LLC: Raymond James