RIA comparison · SEC Form ADV
Cary Street Partners vs Callan Family Office, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Cary Street Partners and Callan Family Office, LLC are almost exactly the same size, with $10B and $10B in regulatory assets (Cary Street Partners slightly ahead), by their latest Form ADV filings. Cary Street Partners reports more individual clients (6,641 vs 170), while Callan Family Office, LLC’s clients hold more on average (about $42 million each against $1.3 million). Cary Street Partners is based in Richmond, Virginia and Callan Family Office, LLC in Radnor, Pennsylvania.
| Figure | Cary Street Partners | Callan Family Office, LLC |
|---|---|---|
| Regulatory AUM | $10B | $10B |
| National rank | #94 | #96 |
| Headquarters | Richmond, Virginia | Radnor, Pennsylvania |
| Individual clients | 6,641 | 170 |
| High-net-worth clients | 2,175 | 170 |
| Average client assets | $1.3 million | $42 million |
| Accounts | 16,731 | 2,697 |
| Discretionary | 68% of AUM | 90% of AUM |
| Employees | 182 | 49 |
| Advisory staff | 85 | 15 |
| Clients per advisory employee | 78 | 11 |
| Offices | 25 | 15 |
| Form ADV filed | 2026-03-30 | 2026-03-30 |
Cary Street Partners
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Callan Family Office, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Questions
Which is bigger, Cary Street Partners or Callan Family Office, LLC?
Cary Street Partners, with $10B in regulatory assets under management against $10B at Callan Family Office, LLC. Nationally they rank #94 and #96 among 5,657 independent wealth management RIAs.
How many clients do Cary Street Partners and Callan Family Office, LLC have?
Cary Street Partners reports 6,641 individual clients (2,175 high-net-worth) with 85 advisory employees; Callan Family Office, LLC reports 170 (170 high-net-worth) with 15 advisory employees.
How do Cary Street Partners and Callan Family Office, LLC charge clients?
Only Cary Street Partners lists hourly charges; performance-based fees; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Cary Street Partners and Callan Family Office, LLC offer?
Cary Street Partners lists pension consulting; educational seminars and workshops, which Callan Family Office, LLC does not. Callan Family Office, LLC lists other services, which Cary Street Partners does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.
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Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Cary Street Partners ↗, Callan Family Office, LLC ↗. How to check a financial advisor →