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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 Wealth (swap one in):+ Cordgrass Capital Advisors, LLC $729.9M · Raleigh, NC+ Meadow Creek Wealth Advisors, LLC $728M · Atlanta, GA+ Aspen Wealth Management, LLC $657.8M · Fort Worth, TX+ Optima Asset Management Inc $657.4M · Dallas, TX
Southfield, MI
Vestal, NY
Troy, MI
Assets under management$692.7M$728.5M$657.7M
Asset growth, last 2 years+77%+54%+28%
Advisory staff4121
Individual clients4281,16666
Assets per client$1.6M$625K$10M
Clients per advisor1079766
Main custodianSchwabSchwabFidelity
Filing with the SEC since201920172013
Tools in their stack2–1
People on Advicer.bio5131

From each firm's latest Form ADV (Mar 2026, Feb 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 WealthLesko Securities, Inc.Arbor Wealth Advisors LLC
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it––
TAMP
Focus Partners Advisor Solutions––Uses it

Custodians on Form ADV: Skyoak Wealth: Schwab · Lesko Securities, Inc.: Schwab · Arbor Wealth Advisors LLC: Fidelity, Schwab