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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 Blueline Advisors (swap one in):+ Clark Wealth Partners, LLC $259.9M · O'fallon, IL+ Bridge Generations Wealth Management $259.8M · South Miami, FL+ Sustainable Advisors Alliance LLC $234.8M · Tulsa, OK+ Tevis Investment Management, LLC $234.8M · Plano, TX
Exeter, NH
Hanover, NH
Las Vegas, NV
Assets under management$247.2M$260.2M$259.8M
Asset growth, last 2 years+46%+16%+81%
Advisory staff321
Individual clients148321124
Assets per client$1.7M$810K$2.1M
Clients per advisor49161124
Main custodianSchwabSchwabFidelity
Filing with the SEC since201520172012 or earlier
Tools in their stack2–1
People on Advicer.bio421

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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.

ToolBlueline AdvisorsBrendel Financial Advisors LLCFinley Financial, LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Blueline Advisors: Schwab, LPL Financial, Wells Fargo · Brendel Financial Advisors LLC: Schwab · Finley Financial, LLC: Fidelity