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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 Oia LTD (swap one in):+ Health & Wealth Works LLC $1.4M+ Quants Compete $1.4M · Brentwood, TN+ Shawnee Investments & Planning $1.2M+ Lee Financial Group $1.2M
Assets under management$1.3M$1.4M$1.2M
Asset growth, last 2 years+60%––
Advisory staff111
Individual clients12237
Assets per client$108K$60K$176K
Clients per advisor12237
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1––
People on Advicer.bio–11

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

ToolOia LTDMobjack InvestmentsDiamond Wealth Partners
Custodial Platform
Interactive BrokersUses it––