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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 Oars Capital (swap one in):+ The Estate Planners Group $422.1M · Yardley, PA+ Fruth Investment Management $417.8M · Houston, TX+ Prosperity Advisers, LLC $375.8M · Horsham, PA+ Bouvel Investment Partners, LLC $374.4M · Phoenixville, PA
Dillsburg, PA
Scranton, PA
Winter Park, FL
Assets under management$397.7M$423M$377.8M
Asset growth, last 2 years+21%+65%+26%
Advisory staff123
Individual clients158469133
Assets per client$2.5M$902K$2.8M
Clients per advisor15823544
Main custodian–SchwabRBC
Filing with the SEC since202020202020
Tools in their stack1––
People on Advicer.bio224

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

ToolOars CapitalCapital Wealth InvestmentsFinancial Advisory Partners, LLC
Portfolio Management
OrionUses it––

Custodians on Form ADV: Oars Capital: none listed · Capital Wealth Investments: Schwab · Financial Advisory Partners, LLC: RBC