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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 Oaktree Wealth Group Inc. (swap one in):+ The Independent Financial Group $10.8M · Simi Valley, CA+ Coffeehouse Capital $10.7M · Fresno, CA+ Higher Impact Financial, LLC $9.7M · Riverside, CA+ Bright Legacy LLC $9.6M · Chino Hills, CA
Brea, CA
Carlsbad, CA
Newport Beach, CA
Assets under management$10.2M$10.8M$9.6M
Asset growth, last 2 years––+703%
Advisory staff111
Individual clients121851
Assets per client$850K$599K$189K
Clients per advisor121851
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack11–
People on Advicer.bio112

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

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.

ToolOaktree Wealth Group Inc.Fletcher Financial, LLCOnitus Capital, LLC
Custodial Platform
Interactive Brokers–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Oaktree Wealth Group Inc.: none listed · Fletcher Financial, LLC: none listed · Onitus Capital, LLC: Schwab