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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):+ Apex Investment Group $211.1M · Hudson, MA+ Shaffer Capital $211.1M · Westerville, OH+ Meyer Capital Management LLC. $190.8M · Cincinnati, OH+ Lfg Wealth Partners, LLC $190.7M · Elizabethtown, KY
Omaha, NE
Buffalo Grove, IL
Salt Lake City, UT
Assets under management$200.8M$210.9M$210.9M
Asset growth, last 2 years+7%+43%+29%
Advisory staff433
Individual clients443483408
Assets per client$453K$437K$517K
Clients per advisor111161136
Main custodianSchwabPershingSchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack233
People on Advicer.bio435

From each firm's latest Form ADV (Mar 2026, Apr 2026, May 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, LTDRefined Wealth Management
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
E-Signature
Adobe Sign––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
AdvyzonUses it–Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Blue Capital: Schwab · Phase III Advisory Services, LTD: Pershing · Refined Wealth Management: Schwab