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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):+ Alpha Wealth Management and Planning LLC $319.6M · Novato, CA+ Optivest, Inc. $319.4M · San Juan Capistrano, CA+ Impactfolio LLC $288.9M · Denver, CO+ Echo Wealth Management, LLC $288.2M · Plymouth, MN
St. Louis Park, MN
Pasadena, CA
Jackson, MS
Assets under management$304.2M$319.5M$319.5M
Asset growth, last 2 years+38%+31%+18%
Advisory staff1834
Individual clients608335191
Assets per client$500K$954K$1.7M
Clients per advisor3411248
Main custodianRBC–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack216
People on Advicer.bio2354

From each firm's latest Form ADV (May 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.

ToolOakwood Capital, Inc.Arroyo Investment Group, LLCWealthview Capital, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

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