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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+ Arbor Wealth Advisors LLC $657.7M · Troy, MI
Southfield, MI
Vestal, NY
Dallas, TX
Assets under management$692.7M$728.5M$657.4M
Asset growth, last 2 years+77%+54%+20%
Advisory staff4122
Individual clients4281,166111
Assets per client$1.6M$625K$5.9M
Clients per advisor1079756
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920172012 or earlier
Tools in their stack2–1
People on Advicer.bio5132

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.Optima Asset Management Inc
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it–Uses it

Custodians on Form ADV: Skyoak Wealth: Schwab · Lesko Securities, Inc.: Schwab · Optima Asset Management Inc: Schwab