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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 Evans Wealth Management (swap one in):+ Bhk Securities, LLC $128.4M · Birmingham, AL+ St. John & Associates, Inc. $128.4M · Roswell, GA+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH+ Deeter Advisory Group, LLC $114.3M · Terrace Park, OH
Gallipolis, OH
Akron, OH
Assets under management$122M$129.1M$128.4M
Asset growth, last 2 years+9%+370%+27%
Advisory staff111
Individual clients66514955
Assets per client$183K$867K$2.3M
Clients per advisor66514955
Main custodianSchwab–Fidelity
Filing with the SEC since20212012 or earlier2022
Tools in their stack–––
People on Advicer.bio–21

From each firm's latest Form ADV (Feb 2024, Feb 2026, Jan 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: Evans Wealth Management: Schwab · Alpha Asset Management: none listed · Indfin LLC: Fidelity, Schwab