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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+ Kw Wealth Management LLC $121.9M
Birmingham, AL
Assets under management$128.4M$135M$122M
Asset growth, last 2 years+13%+41%–
Advisory staff321
Individual clients1032188
Assets per client$1.2M$619K$15.3M
Clients per advisor341098
Main custodianWells FargoTrade-PMRInteractive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–––
People on Advicer.bio32–

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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 · United Value Capital, LLC: Interactive Brokers