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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 Lane Advisors (swap one in):+ Adapt Wealth Advisors, LLC $469.2M · Atlanta, GA+ Chesapeake Asset Management LLC $468.8M · New York, NY+ Blackdiamond Wealth Management, LLC $424M · New York, NY+ First City Capital Management Inc $423.7M · Savannah, GA
Centerville, UT
Draper, UT
Houston, TX
Assets under management$446.3M$472.9M$468.7M
Asset growth, last 2 years+46%+70%+65%
Advisory staff862
Individual clients89842772
Assets per client$497K$1.1M$6.5M
Clients per advisor1127136
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20142020
Tools in their stack–4–
People on Advicer.bio982

From each firm's latest Form ADV (Mar 2026, Feb 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 Lane AdvisorsCoign Capital Advisors LLCHenry Bragg & Co.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Oak Lane Advisors: Schwab · Coign Capital Advisors LLC: Schwab · Henry Bragg & Co.: Schwab