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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+ Cordoba Advisory Partners LLC $2.81B · New York, NY+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA
Independence, OH
St. Petersburg, FL
Scottsdale, AZ
Assets under management$2.98B$3.15B$2.82B
Asset growth, last 2 years+80%+58%+25%
Advisory staff92755
Individual clients3211,2194,539
Assets per client$9.3M$2.6M$622K
Clients per advisor364583
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack––3
People on Advicer.bio152063

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jul 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.

ToolFairway Wealth Management LLCCyndeo Wealth PartnersTrek Financial
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Fairway Wealth Management LLC: Schwab · Cyndeo Wealth Partners: Fidelity · Trek Financial: Schwab