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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+ Baltimore-Washington Financial Advisors $2.99B · Columbia, MD+ Cps Investment Advisors $2.89B · Lakeland, FL
St. Petersburg, FL
Fort Lauderdale, FL
Miami, FL
Assets under management$3.15B$3.63B$2.98B
Asset growth, last 2 years+58%+39%+73%
Advisory staff27209
Individual clients1,2192,864137
Assets per client$2.6M$1.3M$21.8M
Clients per advisor4514315
Main custodianFidelityRaymond JamesMorgan Stanley
Filing with the SEC since202020182016
Tools in their stack–––
People on Advicer.bio20187

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cyndeo Wealth Partners: Fidelity · Provenance Wealth Advisors: Raymond James, Empower · Mmbg Investment Advisors Co.: Morgan Stanley, J.P. Morgan, UBS, Pershing