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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):+ Harbour Capital Advisors, LLC $701.1M · Tysons Corner, VA+ Rpg Family Wealth Advisory, LLC $700.7M · Burlington, MA+ Vickerman Investment Advisors, Inc. $632.3M · Spokane, WA+ Carlson Financial $632.2M · Topeka, KS
Milton, GA
Wayzata, MN
El Paso, TX
Assets under management$666.4M$700.5M$700.3M
Asset growth, last 2 years+37%+47%+27%
Advisory staff6105
Individual clients3721,177367
Assets per client$1.8M$595K$1.9M
Clients per advisor6211873
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920132012 or earlier
Tools in their stack–5–
People on Advicer.bio61012

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 FinancialLauterbach Financial Advisors, LLC
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 · Lauterbach Financial Advisors, LLC: Schwab