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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+ Carlson Financial $632.2M · Topeka, KS+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA
Milton, GA
Wayzata, MN
Spokane, WA
Assets under management$666.4M$700.5M$632.3M
Asset growth, last 2 years+37%+47%+91%
Advisory staff6105
Individual clients3721,177428
Assets per client$1.8M$595K$1.5M
Clients per advisor6211886
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920132021
Tools in their stack–52
People on Advicer.bio6105

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

ToolBluechip Wealth Advisors LLC360 FinancialVickerman Investment Advisors, Inc.
CRM
HubSpot–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––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 · Vickerman Investment Advisors, Inc.: Schwab