Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Greenwood Gearhart, LLC $1.97B · Fayetteville, AR+ Tfc Financial Management Inc $1.78B · Boston, MA+ Bitterroot Capital Advisors LLC $1.78B · Bozeman, MT
Farmington Hills, MI
Holland, MI
Brooklyn, NY
Assets under management$1.88B$2B$1.97B
Asset growth, last 2 years+47%+18%+7,729%
Advisory staff182026
Individual clients1,0018632,100
Assets per client$1.9M$2.3M$939K
Clients per advisor564381
Main custodianRaymond JamesPershingInteractive Brokers
Filing with the SEC since2012 or earlier20142023
Tools in their stack425
People on Advicer.bio192038

From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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 AdvisorsMaridea Wealth Management
CRM
SS&C Black Diamond–Uses itUses it
Envestnet TamaracUses it––
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)–Uses itUses it
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Blue Chip Partners, LLC: Raymond James, Schwab · Captrust Wealth Advisors: Pershing, Wells Fargo · Maridea Wealth Management: Interactive Brokers