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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):+ Kurtin Financial Advisers, LLC $128.5M+ Bhk Securities, LLC $128.4M · Birmingham, AL+ Private Counsel Group, LTD. $116M · Indianapolis, IN+ Knecht Capital Management, LLC $116M
Roswell, GA
Assets under management$122.2M$128.4M$128.4M
Asset growth, last 2 years+79%+27%+20%
Advisory staff312
Individual clients22355142
Assets per client$548K$2.3M$904K
Clients per advisor745571
Main custodianFidelityFidelity–
Filing with the SEC since202120222012 or earlier
Tools in their stack2–4
People on Advicer.bio413

From each firm's latest Form ADV (Jun 2026, Jan 2026, Mar 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 LLCSt. John & Associates, Inc.
Digital Marketing
Snappy Kraken––Uses it
Legacy Planning
Everplans––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
FinFolioUses it––
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Apex Wealth Advisors LLC: Fidelity, Schwab · Indfin LLC: Fidelity, Schwab · St. John & Associates, Inc.: none listed