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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):+ Ipswich Investment Management Company, Inc $730.2M · Beverly, MA+ Cordgrass Capital Advisors, LLC $729.9M · Raleigh, NC+ Aspen Wealth Management, LLC $657.8M · Fort Worth, TX+ Arbor Wealth Advisors LLC $657.7M · Troy, MI
Southfield, MI
Vestal, NY
Atlanta, GA
Assets under management$692.7M$728.5M$728M
Asset growth, last 2 years+77%+54%+53%
Advisory staff4125
Individual clients4281,166153
Assets per client$1.6M$625K$4.8M
Clients per advisor1079731
Main custodianSchwabSchwabRaymond James
Filing with the SEC since201920172018
Tools in their stack2–1
People on Advicer.bio5135

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.Meadow Creek Wealth Advisors, LLC
Custodial Platform
Raymond James––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Skyoak Wealth: Schwab · Lesko Securities, Inc.: Schwab · Meadow Creek Wealth Advisors, LLC: Raymond James