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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 Bledsoe Asset Management, LLC (swap one in):+ Capital Squared Financial LLC $198.7M · Rockville, MD+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Eames Financial $179.5M+ Beers Kight Financial Advisors, LLC $179.4M · Columbia, SC
Phoenix, AZ
Tucson, AZ
Yardley, PA
Assets under management$189M$199.2M$179.5M
Asset growth, last 2 years+29%+38%+47%
Advisory staff522
Individual clients34119799
Assets per client$554K$1M$1.8M
Clients per advisor689950
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120202023
Tools in their stack1–3
People on Advicer.bio623

From each firm's latest Form ADV (Apr 2026, Feb 2026, Jun 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.

ToolBledsoe Asset Management, LLCAio Financial, LLCCrossover Capital
Custodial Platform
Wealthscape (Fidelity)––Uses it
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bledsoe Asset Management, LLC: Schwab · Aio Financial, LLC: Schwab · Crossover Capital: Fidelity