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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):+ Colony Family Offices, LLC $3.36B · Charlotte, NC+ North Star Asset Management Inc $3.35B · Neenah, WI+ Mmbg Investment Advisors Co. $2.98B · Miami, FL+ Cps Investment Advisors $2.89B · Lakeland, FL
St. Petersburg, FL
Fort Lauderdale, FL
New Orleans, LA
Assets under management$3.15B$3.63B$3.35B
Asset growth, last 2 years+58%+39%+79%
Advisory staff272012
Individual clients1,2192,864724
Assets per client$2.6M$1.3M$4.6M
Clients per advisor4514360
Main custodianFidelityRaymond JamesFidelity
Filing with the SEC since202020182019
Tools in their stack––1
People on Advicer.bio201813

From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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 AdvisorsStokes Family Office LLC
Portfolio Management
Orion––Uses it

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