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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 The Cavanaugh Group Inc (swap one in):+ Robert L. Bender, Inc. Dba Robert Bender & Associates $510.9M · Pasadena, CA+ Shoker Investments $510.8M+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR+ Websterrogers Financial Advisors, LLC $460.5M · Florence, SC
Kiawah Island, SC
Middleburg Heights, OH
West Henrietta, NY
Assets under management$485.7M$510.8M$510.2M
Asset growth, last 2 years+11%+53%+21%
Advisory staff279
Individual clients44297734
Assets per client$11M$1.7M$695K
Clients per advisor224282
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20162019
Tools in their stack–––
People on Advicer.bio279

From each firm's latest Form ADV (Oct 2026, Sep 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: The Cavanaugh Group Inc: none listed · Fidato Wealth LLC: Schwab · Horizon Financial: Schwab