Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Securities, LLC (swap one in):+ Brighter Financial Capital Management, LLC $135.1M · Reston, VA+ Financial Advisor Network, Inc. $135M · Farmingdale, NY+ United Value Capital, LLC $122M+ Evans Wealth Management $122M · Gallipolis, OH
Birmingham, AL
Chico, CA
Assets under management$128.4M$135M$135M
Asset growth, last 2 years+13%+41%+175%
Advisory staff322
Individual clients103218240
Assets per client$1.2M$619K$563K
Clients per advisor34109120
Main custodianWells FargoTrade-PMRSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–––
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2026, Aug 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 Securities, LLC: Wells Fargo · Carota Wealth Management: Trade-PMR · Altum Wealth Advisors: Schwab