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 Red Oak Financial Group (swap one in):+ Night Owl Capital Management, LLC $1.1B · Greenwich, CT+ Pks Advisory Services, LLC $1.09B · Albany, NY+ Terril & Company $987.8M · Saint Louis, MO+ Bcs Wealth Management, LLC $987.4M · Johnson City, TN
Towson, MD
Hunt Valley, MD
Charlottesville, VA
Assets under management$1.04B$1.1B$987.9M
Asset growth, last 2 years+44%+40%+16%
Advisory staff6132
Individual clients1,051844275
Assets per client$990K$1.3M$3.6M
Clients per advisor17565138
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio713–

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

ToolRed Oak Financial GroupFinancial ConsulateMorris & Wells Wealth Management
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Red Oak Financial Group: LPL Financial, Vanguard · Financial Consulate: Schwab, Fidelity · Morris & Wells Wealth Management: Schwab