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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 Bg Advisors (swap one in):+ Katam Hill LLC $42.4M · Sherman Oaks, CA+ Mitchell Vaught & Taylor Inc $42.4M · Chicago, IL+ Svn Global $38.3M · Sao Paulo+ Bishop Capital Advisors LLC $38.1M · Boca Raton, FL
Miami, FL
Coral Gables, FL
Boca Raton, FL
Assets under management$40.4M$42.6M$42.4M
Asset growth, last 2 years––+273%
Advisory staff221
Individual clients728216
Assets per client$5.8M$1.5M$196K
Clients per advisor414216
Main custodian––Interactive Brokers
Filing with the SEC since202620262015
Tools in their stack–1–
People on Advicer.bio411

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

ToolBg AdvisorsCapview Advisors, LLC.Advise Financial
Custodial Platform
Interactive Brokers–Uses it–

Custodians on Form ADV: Bg Advisors: none listed · Capview Advisors, LLC.: none listed · Advise Financial: Interactive Brokers, Schwab