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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+ Bristlecone Value Partners, LLC $188.4M · Los Angeles, CA+ Frank Financial Advisors $188.2M · Carlsbad, CA
Thousand Oaks, CA
Irvine, CA
Carmel, CA
Assets under management$198.4M$209.1M$187.4M
Asset growth, last 2 years+32%+17%+17%
Advisory staff334
Individual clients1914583
Assets per client$1M$4.6M$2.3M
Clients per advisor641521
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). 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, LLCTopturn Capital, LLC
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–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
TAMP
Savant Wealth PartnersUses it––

Custodians on Form ADV: Cedarstone Advisors: Schwab · Filigree Wealth Advisors, LLC: Schwab · Topturn Capital, LLC: Schwab