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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 Investment Partners (swap one in):+ Building Equities, LLC $8.1M+ Revise Capital LLC $8.1M+ On Keel Capital $7.3M+ Level Up Financial Planning, LLC $7.3M
Madison, WI
Assets under management$7.7M$8.1M$7.3M
Asset growth, last 2 years−1%––
Advisory staff121
Individual clients191513
Assets per client$406K$540K$563K
Clients per advisor19813
Main custodianInteractive Brokers––
Filing with the SEC since201820262026
Tools in their stack115
People on Advicer.bio–21

From each firm's latest Form ADV (Mar 2026, Jan 2026, Feb 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 Investment PartnersWullschleger GroupThe Tiny House Adviser
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Website Builders
SquarespaceUses it–Uses it
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Blue Ocean Investment Partners: Interactive Brokers · Wullschleger Group: none listed · The Tiny House Adviser: none listed