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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 Blue Capital (swap one in):+ Shaffer Capital $211.1M · Westerville, OH+ Refined Wealth Management $210.9M · Salt Lake City, UT+ Meyer Capital Management LLC. $190.8M · Cincinnati, OH+ Lfg Wealth Partners, LLC $190.7M · Elizabethtown, KY
Omaha, NE
Buffalo Grove, IL
Hudson, MA
Assets under management$200.8M$210.9M$211.1M
Asset growth, last 2 years+7%+43%–
Advisory staff433
Individual clients443483519
Assets per client$453K$437K$407K
Clients per advisor111161173
Main custodianSchwabPershing–
Filing with the SEC since20212012 or earlier2024
Tools in their stack23–
People on Advicer.bio434

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

ToolBlue CapitalPhase III Advisory Services, LTDApex Investment Group
Client File Sharing
Box–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Blue Capital: Schwab · Phase III Advisory Services, LTD: Pershing · Apex Investment Group: none listed