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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+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL+ Bauman Wealth Advisors $206.4M · Las Vegas, NV
Las Vegas, NV
Scottsdale, AZ
Sunset Hills, MO
Assets under management$219.2M$230.3M$208.3M
Asset growth, last 2 years+28%+119%+28%
Advisory staff342
Individual clients23622977
Assets per client$929K$1M$2.7M
Clients per advisor795739
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack1–1
People on Advicer.bio244

From each firm's latest Form ADV (Mar 2026, Apr 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 CapitalSfc Financial LLC
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Skyoak Capital, Inc.: Schwab, American Funds Distributors, Inc. · Sl Capital: Schwab · Sfc Financial LLC: Fidelity