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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):+ Peddock Capital Advisors, LLC $836.2M · Braintree, MA+ Financial Sense Advisors, Inc. $835.6M · San Diego, CA+ Navpoint Financial, Inc. $752.2M · Prior Lake, MN+ Porter White Investment Advisors, Inc. $748.2M · Birmingham, AL
Birmingham, AL
Worcester, MA
Chico, CA
Assets under management$794.1M$835.9M$752.6M
Asset growth, last 2 years+20%+51%+78%
Advisory staff573
Individual clients304619627
Assets per client$2.6M$1.4M$1.2M
Clients per advisor6188209
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20222016
Tools in their stack––2
People on Advicer.bio573

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

ToolBhk Investment AdvisorsCarr Financial GroupSweeney & Michel, LLC
Email & Office Suites
Microsoft 365––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Bhk Investment Advisors: Schwab, Wells Fargo · Carr Financial Group: Schwab · Sweeney & Michel, LLC: Fidelity