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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 Oak Advisors, LLC (swap one in):+ Kovalcik & Geraghty Wealth Partners LLP $299.1M · Upper Arlington, OH+ Gatepass Capital, LLC $299.1M · Independence, OH+ Financial Futures $270.5M · Brielle, NJ+ Prota Financial $270.4M · Houston, TX
Bluffton, SC
Greenville, SC
Seattle, WA
Assets under management$284.7M$300.8M$299.2M
Asset growth, last 2 years+36%–+14%
Advisory staff682
Individual clients1631,10799
Assets per client$1.7M$272K$3M
Clients per advisor2713850
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack123
People on Advicer.bio6133

From each firm's latest Form ADV (Feb 2026, Jul 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

1 tool 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.

ToolOak Advisors, LLCTrunorth AdvisorsHamrick Investment Counsel, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Oak Advisors, LLC: Schwab · Trunorth Advisors: Schwab · Hamrick Investment Counsel, LLC: none listed