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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 Root LLC (swap one in):+ Bentoak Capital $969.8M · Weatherford, TX+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Gearhart & Associates $872.6M · Cincinnati, OH
Troy, MI
Wilmington, DE
Assets under management$920M$968.7M$872.5M
Asset growth, last 2 years+18%–+25%
Advisory staff21211
Individual clients17957639
Assets per client$54.1M$1M$1.4M
Clients per advisor98058
Main custodianCiti Private BankFidelitySchwab
Filing with the SEC since201520242017
Tools in their stack173
People on Advicer.bio297

From each firm's latest Form ADV (Aug 2026, Jul 2026, Oct 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 Root LLCCarrera Capital AdvisorsAffinity Wealth Management LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
SquarespaceUses it–Uses it
Webflow–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Oak Root LLC: Citi Private Bank, Citi · Carrera Capital Advisors: Fidelity · Affinity Wealth Management LLC: Schwab