Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Oaktrust Wealth Advisors, LLC (swap one in):+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Daus Financial Group, LLC $270.5M · Kalamazoo, MI
Swartz Creek, MI
Hamilton
Assets under management$285M$299.5M$270.6M
Asset growth, last 2 years+35%+26%+21%
Advisory staff226
Individual clients236639203
Assets per client$1.2M$469K$1.3M
Clients per advisor11832034
Main custodianLPL FinancialSchwabComerica Securities,Inc.
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio22–

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

ToolOaktrust Wealth Advisors, LLCSecurity First FinancialBias Investors
Client File Sharing
DropboxUses it––
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Oaktrust Wealth Advisors, LLC: LPL Financial · Security First Financial: Schwab · Bias Investors: Comerica Securities,Inc., Schwab, Morgan Stanley