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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+ Quarry Hill Advisors $394.8M · Saint Paul, MN+ Vawter Financial LTD $394.4M · Columbus, OH
Worthington, OH
Zanesville, OH
Fairfax, VA
Assets under management$415.8M$438.2M$394.8M
Asset growth, last 2 years+143%−1%+41%
Advisory staff024
Individual clients412280235
Assets per client$1M$1.6M$1.7M
Clients per advisor–14059
Main custodianInteractive BrokersPershingSchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack–––
People on Advicer.bio324

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Royal Oak Financial Group: Interactive Brokers · Hendley & Co. Inc.: Pershing · Reframe Wealth, LLC: Schwab