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 Cedarstone Advisors (swap one in):+ Alcosta Capital Management, Inc. $210.2M · San Ramon, CA+ Cannon Beach Financial Advisors $209.2M · San Ramon, CA+ Bristlecone Value Partners, LLC $188.4M · Los Angeles, CA+ Frank Financial Advisors $188.2M · Carlsbad, CA
Thousand Oaks, CA
Irvine, CA
Lakeside, CA
Assets under management$198.4M$209.1M$208.8M
Asset growth, last 2 years+32%+17%+82%
Advisory staff337
Individual clients19145347
Assets per client$1M$4.6M$602K
Clients per advisor641550
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820222024
Tools in their stack34–
People on Advicer.bio237

From each firm's latest Form ADV (Mar 2026, Aug 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, LLCCavu Wealth Management
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
TAMP
Savant Wealth PartnersUses it––

Custodians on Form ADV: Cedarstone Advisors: Schwab · Filigree Wealth Advisors, LLC: Schwab · Cavu Wealth Management: Schwab