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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):+ Scott Capital Partners $970.5M · London+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Gearhart & Associates $872.6M · Cincinnati, OH
Troy, MI
Weatherford, TX
Assets under management$920M$968.7M$969.8M
Asset growth, last 2 years+18%–+105%
Advisory staff21219
Individual clients17957774
Assets per client$54.1M$1M$1.3M
Clients per advisor98041
Main custodianCiti Private BankFidelityLPL Financial
Filing with the SEC since201520242014
Tools in their stack173
People on Advicer.bio2919

From each firm's latest Form ADV (Aug 2026, Jul 2026, Sep 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 AdvisorsBentoak Capital
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–
GReminders––Uses it
Website Builders
SquarespaceUses it––
Webflow–Uses it–
CRM
HubSpot––Uses it
Digital Marketing
Mailchimp–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Oak Root LLC: Citi Private Bank, Citi · Carrera Capital Advisors: Fidelity · Bentoak Capital: LPL Financial