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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):+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Ndure Global LLC $436.7M+ Reframe Wealth, LLC $394.8M · Fairfax, VA+ Vawter Financial LTD $394.4M · Columbus, OH
Worthington, OH
Zanesville, OH
Saint Paul, MN
Assets under management$415.8M$438.2M$394.8M
Asset growth, last 2 years+143%−1%+54%
Advisory staff024
Individual clients412280203
Assets per client$1M$1.6M$1.9M
Clients per advisor–14051
Main custodianInteractive BrokersPershingSchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack––4
People on Advicer.bio324

From each firm's latest Form ADV (Aug 2026, Jun 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.Quarry Hill Advisors
Client File Sharing
Box––Uses it
CRM
HubSpot––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Royal Oak Financial Group: Interactive Brokers · Hendley & Co. Inc.: Pershing · Quarry Hill Advisors: Schwab