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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
Charlotte, NC
Assets under management$3.15B$3.63B$3.36B
Asset growth, last 2 years+58%+39%+29%
Advisory staff27204
Individual clients1,2192,864631
Assets per client$2.6M$1.3M$5.3M
Clients per advisor45143158
Main custodianFidelityRaymond JamesFidelity
Filing with the SEC since202020182013
Tools in their stack––2
People on Advicer.bio20187

From each firm's latest Form ADV (Aug 2026, Sep 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 AdvisorsColony Family Offices, LLC
Client File Sharing
ShareFile––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Cyndeo Wealth Partners: Fidelity · Provenance Wealth Advisors: Raymond James, Empower · Colony Family Offices, LLC: Fidelity