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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 Apex Wealth Advisors LLC (swap one in):+ Bhk Securities, LLC $128.4M · Birmingham, AL+ St. John & Associates, Inc. $128.4M · Roswell, GA+ Private Counsel Group, LTD. $116M · Indianapolis, IN+ Knecht Capital Management, LLC $116M
Orinda, CA
Assets under management$122.2M$128.4M$115.9M
Asset growth, last 2 years+79%+27%+163%
Advisory staff311
Individual clients2235560
Assets per client$548K$2.3M$1.9M
Clients per advisor745560
Main custodianFidelityFidelity–
Filing with the SEC since202120222012 or earlier
Tools in their stack2––
People on Advicer.bio411

From each firm's latest Form ADV (Jun 2026, Jan 2026, Sep 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.

ToolApex Wealth Advisors LLCIndfin LLCParagon Asset Management Inc.
Portfolio Management
FinFolioUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Apex Wealth Advisors LLC: Fidelity, Schwab · Indfin LLC: Fidelity, Schwab · Paragon Asset Management Inc.: none listed