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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+ Quantum Private Wealth, LLC $418M · Tampa, FL+ Prosperity Advisers, LLC $375.8M · Horsham, PA+ Bouvel Investment Partners, LLC $374.4M · Phoenixville, PA
Dillsburg, PA
Scranton, PA
Houston, TX
Assets under management$397.7M$423M$417.8M
Asset growth, last 2 years+21%+65%+8%
Advisory staff123
Individual clients158469172
Assets per client$2.5M$902K$2.4M
Clients per advisor15823557
Main custodian–SchwabSchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack1–1
People on Advicer.bio223

From each firm's latest Form ADV (Mar 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.

ToolOars CapitalCapital Wealth InvestmentsFruth Investment Management
Client File Sharing
ShareFile––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Oars Capital: none listed · Capital Wealth Investments: Schwab · Fruth Investment Management: Schwab