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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 Skyoak Capital, Inc. (swap one in):+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ Aljen Asset Management LLC $230.2M · Cedar Knolls, NJ+ Sfc Financial LLC $208.3M · Sunset Hills, MO+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL
Las Vegas, NV
Scottsdale, AZ
Las Vegas, NV
Assets under management$219.2M$230.3M$206.4M
Asset growth, last 2 years+28%+119%–
Advisory staff348
Individual clients236229491
Assets per client$929K$1M$420K
Clients per advisor795761
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232024
Tools in their stack1––
People on Advicer.bio245

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

ToolSkyoak Capital, Inc.Sl CapitalBauman Wealth Advisors
Portfolio Management
OrionUses it––

Custodians on Form ADV: Skyoak Capital, Inc.: Schwab, American Funds Distributors, Inc. · Sl Capital: Schwab · Bauman Wealth Advisors: Schwab, Pershing