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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 Cedarline Capital (swap one in):+ Fondren Oaks Capital Management $22.8M · Dallas, TX+ Relativity Capital Advisors, LLC $22.8M · Greensboro, GA+ Richard Lees Capital Management $20.6M+ Filippini Investment Advisory $20.6M · Santa Barbara, CA
Assets under management$21.7M$22.8M$22.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients47–21
Assets per client$461K–$1.1M
Clients per advisor47–21
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack11–
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Feb 2026, Apr 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.

ToolCedarline CapitalStrathaven Financial LLCBokeh Capital Partners LLC
Website Builders
SquarespaceUses itUses it–