{
  "slug": "cardiff-park-advisors",
  "name": "Cardiff Park Advisors",
  "description": "Cardiff Park Advisors is a fee-only fiduciary investment advisor specializing in evidence-based portfolio management and comprehensive wealth management. They partner with high-net-worth individuals, families, trusts, endowments, and businesses to build long-term, globally diversified portfolios using a disciplined, research-driven process and transparent, fixed-fee pricing. The firm supervises approximately $3.0 billion in client assets.",
  "url": "https://optimly.ai/brand/cardiff-park-advisors",
  "websiteUrl": "https://cardiffpark.com/",
  "logoUrl": "https://logo.clearbit.com/cardiffpark.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T10:14:21.858Z",
  "verifiedVitals": {
    "website": "https://cardiffpark.com",
    "category": "Wealth Management",
    "what_it_does": "Cardiff Park Advisors is a fee-only fiduciary investment advisor that provides comprehensive wealth management, evidence-based portfolio management, and financial planning services. They partner with clients to build long-term, globally diversified portfolios, offer guidance on retirement planning, trust and estate management, philanthropic giving, and coordinate with other financial professionals.",
    "primary_audience": "Individual investors, families, trusts, endowments, businesses with $3 million or more to invest, high-net-worth families, entrepreneurs, business owners, retirees, near-retirees, trustees, fiduciaries, and nonprofits.",
    "core_product": "Investment advisory and portfolio management services, including access to Dimensional Fund Advisors, index-tracking funds and ETFs, and customized fixed-income portfolios.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Fixed annual retainer rather than a percentage of assets."
    },
    "parent_ownership": null
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790107650365
}