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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+ Corps Capital Advisors, LLC $270.3M · Southlake, TX
Bluffton, SC
Greenville, SC
Houston, TX
Assets under management$284.7M$300.8M$270.4M
Asset growth, last 2 years+36%–+49%
Advisory staff6813
Individual clients1631,107673
Assets per client$1.7M$272K$402K
Clients per advisor2713852
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242022
Tools in their stack12–
People on Advicer.bio61315

From each firm's latest Form ADV (Feb 2026, Jul 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 AdvisorsProta Financial
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Oak Advisors, LLC: Schwab · Trunorth Advisors: Schwab · Prota Financial: Schwab