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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 Oceanside Advisors LLC (swap one in):+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ Stride Investments, LLC $200.9M · Chicago, IL+ Financial Partners, LLC $181.7M · Santa Fe, NM+ Mrd, Inc. $181.7M
Mount Pleasant, SC
Seal Beach, CA
Charlotte, NC
Assets under management$191.3M$201M$181.6M
Asset growth, last 2 years+40%–+33%
Advisory staff425
Individual clients240315228
Assets per client$797K$638K$796K
Clients per advisor6015846
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320242021
Tools in their stack–11
People on Advicer.bio436

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

ToolOceanside Advisors LLCMy Portfolio Guide, LLCCannon Advisors
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Oceanside Advisors LLC: Schwab, Altruist · My Portfolio Guide, LLC: Schwab · Cannon Advisors: Schwab