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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 Cedarstone Advisors (swap one in):+ Cannon Beach Financial Advisors $209.2M · San Ramon, CA+ Cavu Wealth Management $208.8M · Lakeside, CA+ Frank Financial Advisors $188.2M · Carlsbad, CA+ Topturn Capital, LLC $187.4M · Carmel, CA
Thousand Oaks, CA
Irvine, CA
Los Angeles, CA
Assets under management$198.4M$209.1M$188.4M
Asset growth, last 2 years+32%+17%+21%
Advisory staff333
Individual clients1914590
Assets per client$1M$4.6M$2.1M
Clients per advisor641530
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820222012 or earlier
Tools in their stack342
People on Advicer.bio233

From each firm's latest Form ADV (Mar 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.

ToolCedarstone AdvisorsFiligree Wealth Advisors, LLCBristlecone Value Partners, LLC
CRM
SS&C Black Diamond–Uses itUses it
Envestnet TamaracUses it––
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
TAMP
Savant Wealth PartnersUses it––

Custodians on Form ADV: Cedarstone Advisors: Schwab · Filigree Wealth Advisors, LLC: Schwab · Bristlecone Value Partners, LLC: Schwab, Fidelity