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 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+ Eagle Point Capital LLC $23.5M+ Wealth Management Consultants, LLC $23.3M · Mobile, AL
Vestavia Hills, AL
North Harrow, Middx
Daphne, AL
Assets under management$24.8M$26M$23.3M
Asset growth, last 2 years–+41%–
Advisory staff121
Individual clients5774459
Assets per client$435K$35K$395K
Clients per advisor5737259
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack––2
People on Advicer.bio1–1

From each firm's latest Form ADV (Apr 2026, Jun 2026, May 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 GlobalGantt Financial Advisors, LLC
Digital Marketing
Mailchimp––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Old Oak Advisors, LLC: none listed · First Global: Interactive Brokers · Gantt Financial Advisors, LLC: none listed