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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+ Darrow Wealth Management $392.4M · Needham, MA+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Hanover Advisors, Inc $354.9M · Seneca, SC
Northbrook, IL
Downers Grove, IL
Englewood, FL
Assets under management$373.7M$392.8M$392.4M
Asset growth, last 2 years+32%+144%+60%
Advisory staff335
Individual clients182470712
Assets per client$2.1M$836K$551K
Clients per advisor61157142
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20202019
Tools in their stack3–3
People on Advicer.bio355

From each firm's latest Form ADV (Mar 2026, Feb 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 GroupSchorn Wealth
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)Uses it––
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
AdvyzonUses it––
Website Builders
Wix––Uses it

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