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 Oakvale Investments Inc. (swap one in):+ K&S Wealth Advisors, LLC $76.6M · Lubbock, TX+ Bridge Capital Consulting, LLC $76.5M · Newport Beach, CA+ Lancaster County Financial Group, LLC $69.2M · Lancaster, PA+ Sapient Investments LLC $69.2M
Ann Arbor, MI
Indianapolis, IN
Assets under management$72.9M$76.5M$69.2M
Asset growth, last 2 years–––
Advisory staff161
Individual clients29123125
Assets per client$2.5M$622K$553K
Clients per advisor2921125
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–4–
People on Advicer.bio161

From each firm's latest Form ADV (Mar 2026, Oct 2026, Apr 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.ProvizrFierce Wealth Management Group LLC
CRM
SS&C Black Diamond–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–