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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 Wealth Advisors LLC (swap one in):+ Family Wealth Partners, LLC $392.4M · Matthews, NC+ Schorn Wealth $392.4M · Englewood, FL+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Hanover Advisors, Inc $354.9M · Seneca, SC
Northbrook, IL
Downers Grove, IL
Needham, MA
Assets under management$373.7M$392.8M$392.4M
Asset growth, last 2 years+32%+144%+60%
Advisory staff334
Individual clients182470122
Assets per client$2.1M$836K$3.2M
Clients per advisor6115731
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack3–2
People on Advicer.bio354

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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 Wealth Advisors LLCBentley Financial GroupDarrow Wealth Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Oak Wealth Advisors LLC: Schwab · Bentley Financial Group: none listed · Darrow Wealth Management: Schwab