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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+ Bentoak Capital $969.8M · Weatherford, TX+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Gearhart & Associates $872.6M · Cincinnati, OH
Troy, MI
Grand Rapids, MI
Assets under management$920M$968.7M$966.7M
Asset growth, last 2 years+18%–+129%
Advisory staff21240
Individual clients179571,772
Assets per client$54.1M$1M$546K
Clients per advisor98044
Main custodianCiti Private BankFidelitySchwab
Filing with the SEC since201520242020
Tools in their stack17–
People on Advicer.bio2942

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 AdvisorsLifeworks Advisors, LLC
Custodial Platform
Charles Schwab–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 · Lifeworks Advisors, LLC: Schwab, Apex Clearing, Professional Capital Services