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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):+ Erickson Financial Group, LLC $198.9M · Allentown, PA+ Capital Squared Financial LLC $198.7M · Rockville, MD+ Eames Financial $179.5M+ Crossover Capital $179.5M · Yardley, PA
Phoenix, AZ
Tucson, AZ
Lehi, UT
Assets under management$189M$199.2M$198.5M
Asset growth, last 2 years+29%+38%+13%
Advisory staff523
Individual clients341197186
Assets per client$554K$1M$1.1M
Clients per advisor689962
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120202022
Tools in their stack1––
People on Advicer.bio622

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

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, LLCPrestige Wealthwide, LLC
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Bledsoe Asset Management, LLC: Schwab · Aio Financial, LLC: Schwab · Prestige Wealthwide, LLC: Schwab