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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+ Affinity Wealth Management LLC $872.5M · Wilmington, DE
Troy, MI
Cincinnati, OH
Assets under management$920M$968.7M$872.6M
Asset growth, last 2 years+18%–+37%
Advisory staff2124
Individual clients179572,884
Assets per client$54.1M$1M$303K
Clients per advisor980721
Main custodianCiti Private BankFidelityRaymond James
Filing with the SEC since201520242022
Tools in their stack171
People on Advicer.bio295

From each firm's latest Form ADV (Aug 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 Root LLCCarrera Capital AdvisorsGearhart & Associates
Custodial Platform
Charles Schwab–Uses it–
Raymond James––Uses it
Wealthscape (Fidelity)–Uses it–
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Oak Root LLC: Citi Private Bank, Citi · Carrera Capital Advisors: Fidelity · Gearhart & Associates: Raymond James