Strong Market Presence Cardinal Investment Advisors is an established player in the financial services industry with a focus on institutional investment consulting, supported by a dedicated team of 11-50 employees, indicating a specialized yet scalable operation.

Recent Acquisition Opportunity The recent acquisition of CIA LLC by Mariner Wealth Advisors for $292 billion highlights potential opportunities for partnerships, integrations, or offering tailored solutions to a larger platform with significant assets under advisement.

Financial Performance With annual revenues estimated between $10 million and $25 million, the company represents a competitive profile with room for growth, making it a compelling prospect for financial products or consulting services.

Technology Stack Utilizing a modern mix of web technologies including MySQL, jQuery, and security measures like X-XSS-Protection, offers engagement channels for innovative tech partnerships or digital solutions to enhance client services.

Independent and Employee-Owned As a 100% employee-owned, independent firm committed to maintaining its autonomy after 20 years, there are opportunities to align with their values through employee engagement programs, collaborative ventures, or tailored consulting solutions focused on preservation of independence.