Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Cypress Capital, LLC (swap one in):+ Silverleafe Capital Partners, LLC $449.2M · Germantown, TN+ Hardin Capital Partners, LLC $447.8M · Greenville, SC+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ Insight Strategic Wealth LLC $401M · Knoxville, TN
Franklin, TN
Athens, TN
Baltimore, MD
Assets under management$426M$449.9M$447.5M
Asset growth, last 2 years+7%+49%+43%
Advisory staff7116
Individual clients657704290
Assets per client$648K$639K$1.5M
Clients per advisor946448
Main custodianSchwab–LPL Financial
Filing with the SEC since201420162013
Tools in their stack–––
People on Advicer.bio9106

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 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: Cypress Capital, LLC: Schwab, Raymond James · Capital Square, LLC: none listed · Armstrong Dixon: LPL Financial