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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+ Uniplan Investment Counsel, Inc. $330.5M · Milwaukee, WI
Berkeley Heights, NJ
Fargo, ND
Brielle, NJ
Assets under management$347.9M$365.4M$327.7M
Asset growth, last 2 years+78%+69%+54%
Advisory staff844
Individual clients437234637
Assets per client$796K$1.6M$514K
Clients per advisor5559159
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack––1
People on Advicer.bio8710

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

ToolOakbourne AdvisorsPrairiewood Wealth ManagementShore Point Advisors, LLC
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Oakbourne Advisors: Schwab, SEI · Prairiewood Wealth Management: Schwab · Shore Point Advisors, LLC: Schwab