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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 Red Oak Financial Group (swap one in):+ The Pacific Center for Financial Services $1.1B · Danville, CA+ Night Owl Capital Management, LLC $1.1B · Greenwich, CT+ Morris & Wells Wealth Management $987.9M · Charlottesville, VA+ Terril & Company $987.8M · Saint Louis, MO
Towson, MD
Hunt Valley, MD
Albany, NY
Assets under management$1.04B$1.1B$1.09B
Asset growth, last 2 years+44%+40%+57%
Advisory staff61336
Individual clients1,0518444,874
Assets per client$990K$1.3M$224K
Clients per advisor17565135
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio71346

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jul 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 ConsulatePks Advisory Services, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Wealthscape (Fidelity)––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 · Pks Advisory Services, LLC: Fidelity