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 Ocean Capital (swap one in):+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO+ Kirr, Marbach & Company, LLC $587.7M · Columbus, IN
West Palm Beach, FL
Lake Mary, FL
Palm Beach, FL
Assets under management$619.2M$653.3M$579.4M
Asset growth, last 2 years+24%+41%+36%
Advisory staff593
Individual clients148915162
Assets per client$4.2M$714K$3.6M
Clients per advisor3010254
Main custodianSchwabLPL Financial–
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack12–
People on Advicer.bio5143

From each firm's latest Form ADV (Feb 2026, Mar 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 Ocean CapitalCollaborative WealthHarvey Capital Management Inc
CRM
SalesforceUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Blue Ocean Capital: Schwab · Collaborative Wealth: LPL Financial, SEI, Schwab · Harvey Capital Management Inc: none listed