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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 United Value Capital, LLC (swap one in):+ Kurtin Financial Advisers, LLC $128.5M+ Bhk Securities, LLC $128.4M · Birmingham, AL+ Paragon Asset Management Inc. $115.9M · Orinda, CA+ The Ujano Advisory Group LLC $115.9M
Roswell, GA
Assets under management$122M$128.4M$128.4M
Asset growth, last 2 years–+27%+20%
Advisory staff112
Individual clients855142
Assets per client$15.3M$2.3M$904K
Clients per advisor85571
Main custodianInteractive BrokersFidelity–
Filing with the SEC since202420222012 or earlier
Tools in their stack––4
People on Advicer.bio–13

From each firm's latest Form ADV (Sep 2026, Jan 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.

ToolUnited Value Capital, LLCIndfin LLCSt. 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: United Value Capital, LLC: Interactive Brokers · Indfin LLC: Fidelity, Schwab · St. John & Associates, Inc.: none listed