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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):+ Hamrick Investment Counsel, LLC $299.2M · Seattle, WA+ Gatepass Capital, LLC $299.1M · Independence, OH+ Financial Futures $270.5M · Brielle, NJ+ Prota Financial $270.4M · Houston, TX
Bluffton, SC
Greenville, SC
Upper Arlington, OH
Assets under management$284.7M$300.8M$299.1M
Asset growth, last 2 years+36%–+26%
Advisory staff682
Individual clients1631,107277
Assets per client$1.7M$272K$1.1M
Clients per advisor27138139
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack12–
People on Advicer.bio6132

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

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.

ToolOak Advisors, LLCTrunorth AdvisorsKovalcik & Geraghty Wealth Partners LLP
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Oak Advisors, LLC: Schwab · Trunorth Advisors: Schwab · Kovalcik & Geraghty Wealth Partners LLP: Raymond James