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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 Oakvale Investments Inc. (swap one in):+ Forward Financial LLC $76.6M · Houston, TX+ K&S Wealth Advisors, LLC $76.6M · Lubbock, TX+ Fierce Wealth Management Group LLC $69.2M · Indianapolis, IN+ Lancaster County Financial Group, LLC $69.2M · Lancaster, PA
Ann Arbor, MI
Newport Beach, CA
Assets under management$72.9M$76.5M$76.5M
Asset growth, last 2 years–––
Advisory staff163
Individual clients29123141
Assets per client$2.5M$622K$543K
Clients per advisor292147
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–43
People on Advicer.bio162

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.

ToolOakvale Investments Inc.ProvizrBridge Capital Consulting, LLC
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
SEI––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
Wix–Uses it–