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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 Ocean Capital (swap one in):+ Bkm Wealth Management $651.8M · Brookfield, WI+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO+ Harvey Capital Management Inc $579.4M · Palm Beach, FL
West Palm Beach, FL
Lake Mary, FL
Lake Success, NY
Assets under management$619.2M$653.3M$651.5M
Asset growth, last 2 years+24%+41%+38%
Advisory staff597
Individual clients148915405
Assets per client$4.2M$714K$1.6M
Clients per advisor3010258
Main custodianSchwabLPL Financial–
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack122
People on Advicer.bio5141

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 WealthWeber Asset Management, Inc.
CRM
Envestnet Tamarac––Uses it
SalesforceUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

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