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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 Old Oak Advisors, LLC (swap one in):+ New View Financial, LLC $26.1M · Auburn Hills, MI+ Women's Worth Advisors $26M · Hilton Head Island, SC+ Wealth Management Consultants, LLC $23.3M · Mobile, AL+ Gantt Financial Advisors, LLC $23.3M · Daphne, AL
Vestavia Hills, AL
North Harrow, Middx
Assets under management$24.8M$26M$23.5M
Asset growth, last 2 years–+41%–
Advisory staff123
Individual clients5774456
Assets per client$435K$35K$420K
Clients per advisor5737219
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack––1
People on Advicer.bio1–3

From each firm's latest Form ADV (Apr 2026, Jun 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.

ToolOld Oak Advisors, LLCFirst GlobalEagle Point Capital LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Old Oak Advisors, LLC: none listed · First Global: Interactive Brokers · Eagle Point Capital LLC: none listed