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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 Oakbourne Advisors (swap one in):+ Baron Financial Group LLC $369.1M · Fair Lawn, NJ+ Tealwood Asset Management $365.4M · Minneapolis, MN+ Insight Capital Management $330.5M · Concord, CA+ Shore Point Advisors, LLC $327.7M · Brielle, NJ
Berkeley Heights, NJ
Fargo, ND
Covington, LA
Assets under management$347.9M$365.4M$365.6M
Asset growth, last 2 years+78%+69%+31%
Advisory staff842
Individual clients437234141
Assets per client$796K$1.6M$2.6M
Clients per advisor555971
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–––
People on Advicer.bio872

From each firm's latest Form ADV (Mar 2026, Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Oakbourne Advisors: Schwab, SEI · Prairiewood Wealth Management: Schwab · Asset Planning Services Inc: Schwab