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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+ Financial Sense Advisors, Inc. $835.6M · San Diego, CA+ Sweeney & Michel, LLC $752.6M · Chico, CA+ Porter White Investment Advisors, Inc. $748.2M · Birmingham, AL
Birmingham, AL
Worcester, MA
Braintree, MA
Assets under management$794.1M$835.9M$836.2M
Asset growth, last 2 years+20%+51%+36%
Advisory staff575
Individual clients304619173
Assets per client$2.6M$1.4M$4.8M
Clients per advisor618835
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack––3
People on Advicer.bio575

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

ToolBhk Investment AdvisorsCarr Financial GroupPeddock Capital Advisors, LLC
Client File Sharing
ShareFile––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Bhk Investment Advisors: Schwab, Wells Fargo · Carr Financial Group: Schwab · Peddock Capital Advisors, LLC: Fidelity