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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 Oakwood Capital, Inc. (swap one in):+ Wealthview Capital, LLC $319.5M · Jackson, MS+ Optivest, Inc. $319.4M · San Juan Capistrano, CA+ Greenhouse Wealth Management, LLC $288.6M · Westport, CT+ Echo Wealth Management, LLC $288.2M · Plymouth, MN
St. Louis Park, MN
Pasadena, CA
Denver, CO
Assets under management$304.2M$319.5M$288.9M
Asset growth, last 2 years+38%+31%+50%
Advisory staff1833
Individual clients608335126
Assets per client$500K$954K$2.3M
Clients per advisor3411242
Main custodianRBC–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack214
People on Advicer.bio2353

From each firm's latest Form ADV (May 2026, Jun 2026, Feb 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.

ToolOakwood Capital, Inc.Arroyo Investment Group, LLCImpactfolio LLC
Schedule Apps
Calendly––Uses it
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Oakwood Capital, Inc.: RBC, Schwab, AssetMark · Arroyo Investment Group, LLC: none listed · Impactfolio LLC: Schwab