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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 Chip Partners, LLC (swap one in):+ Jsf Financial, LLC $1.97B · Los Angeles, CA+ Maridea Wealth Management $1.97B · Brooklyn, NY+ Tfc Financial Management Inc $1.78B · Boston, MA+ Bitterroot Capital Advisors LLC $1.78B · Bozeman, MT
Farmington Hills, MI
Holland, MI
Fayetteville, AR
Assets under management$1.88B$2B$1.97B
Asset growth, last 2 years+47%+18%+78%
Advisory staff182014
Individual clients1,0018631,051
Assets per client$1.9M$2.3M$1.9M
Clients per advisor564375
Main custodianRaymond JamesPershingSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack42–
People on Advicer.bio192020

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jul 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 Chip Partners, LLCCaptrust Wealth AdvisorsGreenwood Gearhart, LLC
CRM
Envestnet TamaracUses it––
HubSpotUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Blue Chip Partners, LLC: Raymond James, Schwab · Captrust Wealth Advisors: Pershing, Wells Fargo · Greenwood Gearhart, LLC: Schwab