Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Oder Investment Management, LLC (swap one in):+ Lewis Asset Management $387.1M · Lafayette, CA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Citrine Capital $346.7M · San Francisco, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA
Woodland Hills, CA
La Jolla, CA
Concord, CA
Assets under management$366.7M$386.5M$387M
Asset growth, last 2 years+30%+28%+37%
Advisory staff475
Individual clients180278308
Assets per client$2M$1.4M$1.3M
Clients per advisor454062
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152014
Tools in their stack341
People on Advicer.bio575

From each firm's latest Form ADV (Aug 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.

ToolOder Investment Management, LLCCanter WealthArchvest Wealth Advisors, Inc.
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Risk Tolerance
ToleriskUses it––
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Oder Investment Management, LLC: Schwab · Canter Wealth: Schwab · Archvest Wealth Advisors, Inc.: Schwab