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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 Bull Oak Capital, LLC (swap one in):+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Challenger Wealth Management $275.5M · Aliso Viejo, CA+ Cassedy Financial Group, Inc. $248.4M · Tampa, FL+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA
Rancho Santa Fe, CA
San Diego, CA
Carlsbad, CA
Assets under management$261.6M$276.1M$247.1M
Asset growth, last 2 years+67%+15%+36%
Advisory staff415
Individual clients125301187
Assets per client$2.1M$917K$1.3M
Clients per advisor3130137
Main custodianAltruistSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio526

From each firm's latest Form ADV (Jul 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.

ToolBull Oak Capital, LLCSimplifi, Inc.Anchor Bay Capital, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Bull Oak Capital, LLC: Altruist · Simplifi, Inc.: Schwab · Anchor Bay Capital, Inc.: Schwab