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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 Oder Investment Management, LLC (swap one in):+ Archvest Wealth Advisors, Inc. $387M · Concord, CA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Citrine Capital $346.7M · San Francisco, CA+ The Clark Group Asset Management $343.9M · Dana Point, CA
Woodland Hills, CA
La Jolla, CA
Lafayette, CA
Assets under management$366.7M$386.5M$346.4M
Asset growth, last 2 years+30%+28%+59%
Advisory staff473
Individual clients180278225
Assets per client$2M$1.4M$1.5M
Clients per advisor454075
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack34–
People on Advicer.bio573

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 WealthGebhardt Group, 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 it–

Custodians on Form ADV: Oder Investment Management, LLC: Schwab · Canter Wealth: Schwab · Gebhardt Group, Inc: Schwab, Fidelity