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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 Sageoak Financial, LLC (swap one in):+ Alpenglobal Capital, LLC $184M+ Shotwell Rutter Baer Inc $183.9M · Lansing, MI+ W & S Management Services, Inc. $166M · Rochester, NY+ Mutual Trust Advisory Group $165.8M · Estero, FL
Tulsa, OK
Fort Worth, TX
Malibu, CA
Assets under management$174.8M$183.7M$183.7M
Asset growth, last 2 years+35%–+45%
Advisory staff324
Individual clients26314546
Assets per client$665K$1.3M$4M
Clients per advisor887312
Main custodianSchwabSchwab–
Filing with the SEC since202120242022
Tools in their stack33–
People on Advicer.bio324

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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.

ToolSageoak Financial, LLCBrazos Wealth Advisors LLCVincimus Capital, LLC
401(k) Implementation
VestwellUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sageoak Financial, LLC: Schwab · Brazos Wealth Advisors LLC: Schwab · Vincimus Capital, LLC: none listed