Insights

Niche and stable Independent, fee-only investment adviser with a focus on passive and index portfolio management and low fixed fees, targeting high trust potential clients seeking cost-effective wealth management.

Access to DFA Qualified to provide access to Dimensional Funds and recommended Vanguard funds and select ETFs, presenting a compelling value proposition to clients seeking proven index-based strategies.

Target clientele Serves individuals, trusts, endowments, retirement plan sponsors, and business entities, indicating a broad addressable market for wealth management services and potential cross-sell opportunities.

Competitive spotlight Recognized on CNBC Financial Advisor 100 list (No. 81 in 2022), providing credibility and a talking point for outreach to prospective clients evaluating advisor reputation.

Growth signals Revenue range indicated ($1M–$10M) with a 1-person headcount, suggesting opportunities for partnerships or technology-enabled scaling services to support growth and client onboarding.

Cardiff Park Advisors Tech Stack

Cardiff Park Advisors uses 8 technology products and services including D3.js, Windows Server, reCAPTCHA, and more. Explore Cardiff Park Advisors's tech stack below.

D3.js

Javascript Graphics

Windows Server

Operating Systems

reCAPTCHA

Security

Kendo UI

UI Frameworks

Google Analytics

Web Analytics

Google Search Console

Web Analytics

Microsoft ASP.NET

Web Frameworks

Microsoft IIS

Web Servers

Cardiff Park Advisors Email Formats	Example	Percentage
FLast@cardiffpark.com	JDoe@cardiffpark.com	100%

Cardiff Park Advisors Email Formats

Example

Percentage

FLast@cardiffpark.com

JDoe@cardiffpark.com

100%

Frequently Asked Questions

What is Cardiff Park Advisors's phone number?

You can contact Cardiff Park Advisors's main corporate office by phone at

+1-760-635-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cardiff Park Advisors's official website and social media links?

Cardiff Park Advisors's official website is cardiffpark.com and has social profiles on LinkedIn.

How much revenue does Cardiff Park Advisors generate?

As of August 2026, Cardiff Park Advisors's annual revenue is estimated to be $1M - $10M.

What is Cardiff Park Advisors's NAICS code?

Cardiff Park Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cardiff Park Advisors have currently?

As of August 2026, Cardiff Park Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Senior Vice President: C. C.. Explore Cardiff Park Advisors's employee directory with LeadIQ.

What industry does Cardiff Park Advisors belong to?

Cardiff Park Advisors operates in the Investment Management industry.

What technology does Cardiff Park Advisors use?

Cardiff Park Advisors's tech stack includes D3.jsWindows ServerreCAPTCHAKendo UIGoogle AnalyticsGoogle Search ConsoleMicrosoft ASP.NETMicrosoft IIS.

What is Cardiff Park Advisors's email format?

Cardiff Park Advisors's email format typically follows the pattern of FLast@cardiffpark.com. Find more Cardiff Park Advisors email formats with LeadIQ.

When was Cardiff Park Advisors founded?

Cardiff Park Advisors was founded in 2003.

Cardiff Park Advisors

Q: What is Cardiff Park Advisors's official website and social media links?

Cardiff Park Advisors's official website is cardiffpark.com. Cardiff Park Advisors has social profiles on LinkedIn.

Q: How many employees does Cardiff Park Advisors have currently?

Cardiff Park Advisors has approximately 1 employees.

Q: What technology does Cardiff Park Advisors use?

Cardiff Park Advisors's tech stack includes Kendo UI, Microsoft 365, Microsoft ASP.NET, Windows Server, iCIMS.

Q: What is Cardiff Park Advisors's NAICS code?

Cardiff Park Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States0-1 Employees

Cardiff Park Advisors is an independent, fee-only investment adviser registered with the SEC, offering full service wealth management with a focus on passive and index portfolio management. The firm aims to provide low fixed fees while managing investments for individuals, trusts, endowments, retirement plan sponsors, and business entities, delivering comprehensive guidance to meet long-term wealth goals. Based in San Marcos, California, the company positions itself within the investment management industry by prioritizing cost efficiency and access to a selection of passive investment options, including Dimensional Funds, Vanguard funds, and certain exchange-traded funds, alongside fixed-income instruments for laddered portfolios. The practice emphasizes a disciplined approach intended to preserve a large portion of market gains over time, supported by introductory calls to assess client needs and estimate adviser fees. In recent context, Cardiff Park Advisors was recognized on the CNBC Financial Advisor 100 list for 2022, reflecting industry recognition within its market segment.

Insights

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