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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 Bhk Investment Advisors (swap one in):+ Freegulliver, LLC $836.6M · New Orleans, LA+ Peddock Capital Advisors, LLC $836.2M · Braintree, MA+ Sweeney & Michel, LLC $752.6M · Chico, CA+ Porter White Investment Advisors, Inc. $748.2M · Birmingham, AL
Birmingham, AL
Worcester, MA
San Diego, CA
Assets under management$794.1M$835.9M$835.6M
Asset growth, last 2 years+20%+51%+47%
Advisory staff578
Individual clients304619588
Assets per client$2.6M$1.4M$1.4M
Clients per advisor618874
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–––
People on Advicer.bio5710

From each firm's latest Form ADV (Apr 2026, Sep 2026, Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bhk Investment Advisors: Schwab, Wells Fargo · Carr Financial Group: Schwab · Financial Sense Advisors, Inc.: Fidelity