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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 Bluechip Wealth Advisors LLC (swap one in):+ Rpg Family Wealth Advisory, LLC $700.7M · Burlington, MA+ Lauterbach Financial Advisors, LLC $700.3M · El Paso, TX+ Vickerman Investment Advisors, Inc. $632.3M · Spokane, WA+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA
Milton, GA
Wayzata, MN
Topeka, KS
Assets under management$666.4M$700.5M$632.2M
Asset growth, last 2 years+37%+47%+24%
Advisory staff61010
Individual clients3721,1771,097
Assets per client$1.8M$595K$576K
Clients per advisor62118110
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201920132018
Tools in their stack–5–
People on Advicer.bio61014

From each firm's latest Form ADV (Jul 2026, May 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.

ToolBluechip Wealth Advisors LLC360 FinancialCarlson Financial
CRM
HubSpot–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHub–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Bluechip Wealth Advisors LLC: Schwab, SEI, Empower · 360 Financial: LPL Financial · Carlson Financial: Fidelity