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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 Oaktrust Wealth Advisors, LLC (swap one in):+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Bias Investors $270.6M · Hamilton
Swartz Creek, MI
Traverse City, MI
Assets under management$285M$299.5M$299.5M
Asset growth, last 2 years+35%+26%+68%
Advisory staff229
Individual clients236639569
Assets per client$1.2M$469K$526K
Clients per advisor11832063
Main custodianLPL FinancialSchwabRaymond James
Filing with the SEC since20172012 or earlier2023
Tools in their stack121
People on Advicer.bio228

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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 FinancialStonepath Wealth Management
Client File Sharing
DropboxUses it––
CRM
SS&C Black Diamond––Uses 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 · Stonepath Wealth Management: Raymond James