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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 Council Oak Wealth Advisors (swap one in):+ Trinity Capital Management, LLC $556.8M · Santa Barbara, CA+ Ht Partners LLC $556.3M · Centerbrook, CT+ Saybrook Capital Corp $502.7M · Sag Harbor, NY+ Crown Wealth Group LLC $502.4M · Charlotte, NC
Tulsa, OK
Tulsa, OK
Walnut Creek, CA
Assets under management$529.4M$560.1M$502.5M
Asset growth, last 2 years+35%+23%+57%
Advisory staff442
Individual clients3701,163225
Assets per client$1.4M$482K$2.2M
Clients per advisor93291113
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since201820172012 or earlier
Tools in their stack2–2
People on Advicer.bio542

From each firm's latest Form ADV (Aug 2026, Jun 2026, Apr 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.

ToolCouncil Oak Wealth AdvisorsMelia Wealth LLCBoltwood Capital Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Council Oak Wealth Advisors: Raymond James, Schwab · Melia Wealth LLC: Schwab · Boltwood Capital Management: Schwab