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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
Buffalo Grove, IL
Assets under management$438M$460.3M$416M
Asset growth, last 2 years+170%+15%+94%
Advisory staff4313
Individual clients69378883
Assets per client$6.3M$1.2M$471K
Clients per advisor1712668
Main custodianFidelityFidelity–
Filing with the SEC since20242012 or earlier2015
Tools in their stack222
People on Advicer.bio5313

From each firm's latest Form ADV (Sep 2026, Jun 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, IncSgl Financial, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Cayside Partners: Fidelity, Northern Trust · Beta Wealth Group, Inc: Fidelity, Schwab · Sgl Financial, LLC: none listed