Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Finley Financial, LLC $259.8M · Las Vegas, NV+ Bridge Generations Wealth Management $259.8M · South Miami, FL+ Tevis Investment Management, LLC $234.8M · Plano, TX+ Watercolor Financial $234.8M · Austin, TX
Exeter, NH
Hanover, NH
Tulsa, OK
Assets under management$247.2M$260.2M$234.8M
Asset growth, last 2 years+46%+16%+25%
Advisory staff328
Individual clients148321559
Assets per client$1.7M$810K$420K
Clients per advisor4916170
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172020
Tools in their stack2––
People on Advicer.bio429

From each firm's latest Form ADV (Mar 2026, Apr 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 LLCSustainable Advisors Alliance LLC
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Blueline Advisors: Schwab, LPL Financial, Wells Fargo · Brendel Financial Advisors LLC: Schwab · Sustainable Advisors Alliance LLC: Schwab, Folio, Apex Clearing, AssetMark