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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+ Horizon Financial $510.2M · West Henrietta, NY+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR+ Websterrogers Financial Advisors, LLC $460.5M · Florence, SC
Kiawah Island, SC
Middleburg Heights, OH
Assets under management$485.7M$510.8M$510.8M
Asset growth, last 2 years+11%+53%+50%
Advisory staff272
Individual clients44297192
Assets per client$11M$1.7M$2.7M
Clients per advisor224296
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––2
People on Advicer.bio273

From each firm's latest Form ADV (Oct 2026, Sep 2026, Mar 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.

ToolThe Cavanaugh Group IncFidato Wealth LLCShoker Investments
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Cavanaugh Group Inc: none listed · Fidato Wealth LLC: Schwab · Shoker Investments: Schwab