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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
London
Assets under management$920M$968.7M$970.5M
Asset growth, last 2 years+18%––
Advisory staff2128
Individual clients1795785
Assets per client$54.1M$1M$11.4M
Clients per advisor98011
Main custodianCiti Private BankFidelityBrown Shipley & Co
Filing with the SEC since201520242024
Tools in their stack17–
People on Advicer.bio29–

From each firm's latest Form ADV (Aug 2026, Jul 2026, Jun 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 AdvisorsScott Capital Partners
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 · Scott Capital Partners: Brown Shipley & Co