Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Gearhart & Associates $872.6M · Cincinnati, OH+ Affinity Wealth Management LLC $872.5M · Wilmington, DE
Troy, MI
Costa Mesa, CA
Assets under management$920M$968.7M$874M
Asset growth, last 2 years+18%–+24%
Advisory staff2125
Individual clients17957339
Assets per client$54.1M$1M$2.6M
Clients per advisor98068
Main custodianCiti Private BankFidelitySchwab
Filing with the SEC since201520242012 or earlier
Tools in their stack172
People on Advicer.bio295

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 AdvisorsLeisure Capital Management, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Website Builders
SquarespaceUses it––
Webflow–Uses it–
CRM
Envestnet Tamarac––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 · Leisure Capital Management, Inc.: Schwab