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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):+ Csenge Advisory Group, LLC $3.17B · Clearwater, FL+ Advisornet Wealth Partners $3.15B · Minnetonka, MN+ Trek Financial $2.82B · Scottsdale, AZ+ Cordoba Advisory Partners LLC $2.81B · New York, NY
Independence, OH
St. Petersburg, FL
Atlanta, GA
Assets under management$2.98B$3.15B$3.18B
Asset growth, last 2 years+80%+58%+52%
Advisory staff9274
Individual clients3211,219119
Assets per client$9.3M$2.6M$26.7M
Clients per advisor364530
Main custodianSchwabFidelityU.S. Bank
Filing with the SEC since202020202023
Tools in their stack–––
People on Advicer.bio15204

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 · Lcp Institutional, LLC: U.S. Bank, Banque Pictet & Cie Sa, Schwab