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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 Securities, LLC (swap one in):+ Altum Wealth Advisors $135M · Chico, CA+ Financial Advisor Network, Inc. $135M · Farmingdale, NY+ Evans Wealth Management $122M · Gallipolis, OH+ United Value Capital, LLC $122M
Birmingham, AL
Assets under management$128.4M$135M$121.9M
Asset growth, last 2 years+13%+41%–
Advisory staff321
Individual clients10321880
Assets per client$1.2M$619K$1.5M
Clients per advisor3410980
Main custodianWells FargoTrade-PMRInteractive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––2
People on Advicer.bio321

From each firm's latest Form ADV (Mar 2026, Aug 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

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 Securities, LLCCarota Wealth ManagementKw Wealth Management LLC
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Bhk Securities, LLC: Wells Fargo · Carota Wealth Management: Trade-PMR · Kw Wealth Management LLC: Interactive Brokers