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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 Cyndeo Wealth Partners (swap one in):+ North Star Asset Management Inc $3.35B · Neenah, WI+ Stokes Family Office LLC $3.35B · New Orleans, LA+ Mmbg Investment Advisors Co. $2.98B · Miami, FL+ Cps Investment Advisors $2.89B · Lakeland, FL
St. Petersburg, FL
Fort Lauderdale, FL
Columbia, MD
Assets under management$3.15B$3.63B$2.99B
Asset growth, last 2 years+58%+39%+84%
Advisory staff272013
Individual clients1,2192,8645,272
Assets per client$2.6M$1.3M$566K
Clients per advisor45143406
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since202020182012 or earlier
Tools in their stack––3
People on Advicer.bio201813

From each firm's latest Form ADV (Aug 2026, Sep 2026, 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.

ToolCyndeo Wealth PartnersProvenance Wealth AdvisorsBaltimore-Washington Financial Advisors
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Cyndeo Wealth Partners: Fidelity · Provenance Wealth Advisors: Raymond James, Empower · Baltimore-Washington Financial Advisors: Schwab