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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 Fairway Wealth Management LLC (swap one in):+ Lcp Institutional, LLC $3.18B · Atlanta, GA+ Csenge Advisory Group, LLC $3.17B · Clearwater, FL+ Trek Financial $2.82B · Scottsdale, AZ+ Cordoba Advisory Partners LLC $2.81B · New York, NY
Independence, OH
St. Petersburg, FL
Minnetonka, MN
Assets under management$2.98B$3.15B$3.15B
Asset growth, last 2 years+80%+58%+23%
Advisory staff92768
Individual clients3211,2193,499
Assets per client$9.3M$2.6M$900K
Clients per advisor364551
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack–––
People on Advicer.bio152058

From each firm's latest Form ADV (Mar 2026, Aug 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: Fairway Wealth Management LLC: Schwab · Cyndeo Wealth Partners: Fidelity · Advisornet Wealth Partners: Schwab, Fidelity