Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Bokeh Capital Partners LLC $22.8M+ Relativity Capital Advisors, LLC $22.8M · Greensboro, GA+ Richard Lees Capital Management $20.6M+ Financial Advantage Advisors Co. $20.6M
Santa Barbara, CA
Assets under management$21.7M$22.8M$20.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients47–44
Assets per client$461K–$468K
Clients per advisor47–22
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack11–
People on Advicer.bio112

From each firm's latest Form ADV (Oct 2026, Feb 2026, Jan 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 LLCFilippini Investment Advisory
Website Builders
SquarespaceUses itUses it–