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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 Royal Oak Financial Group (swap one in):+ Sws Partners, LLC $442.6M · Columbus, OH+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Quarry Hill Advisors $394.8M · Saint Paul, MN+ Vawter Financial LTD $394.4M · Columbus, OH
Worthington, OH
Zanesville, OH
Assets under management$415.8M$438.2M$436.7M
Asset growth, last 2 years+143%−1%+138%
Advisory staff021
Individual clients41228023
Assets per client$1M$1.6M$19M
Clients per advisor–14023
Main custodianInteractive BrokersPershing–
Filing with the SEC since20212012 or earlier2023
Tools in their stack––1
People on Advicer.bio321

From each firm's latest Form ADV (Aug 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.

ToolRoyal Oak Financial GroupHendley & Co. Inc.Ndure Global LLC
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Royal Oak Financial Group: Interactive Brokers · Hendley & Co. Inc.: Pershing · Ndure Global LLC: none listed