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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+ Indfin LLC $128.4M+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH+ Deeter Advisory Group, LLC $114.3M · Terrace Park, OH
Gallipolis, OH
Akron, OH
Roswell, GA
Assets under management$122M$129.1M$128.4M
Asset growth, last 2 years+9%+370%+20%
Advisory staff112
Individual clients665149142
Assets per client$183K$867K$904K
Clients per advisor66514971
Main custodianSchwab––
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio–23

From each firm's latest Form ADV (Feb 2024, Feb 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.

ToolEvans Wealth ManagementAlpha Asset ManagementSt. John & Associates, Inc.
Digital Marketing
Snappy Kraken––Uses it
Legacy Planning
Everplans––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Evans Wealth Management: Schwab · Alpha Asset Management: none listed · St. John & Associates, Inc.: none listed