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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 Bluesail Advisors LLC (swap one in):+ Rr Portfolios, LLC $30.5M · Herndon, VA+ Portfolioarc, L.l.c. $30.4M+ Wipple Creek, LLC $27.4M+ Osborne Capital Management $27.4M · San Diego, CA
Mclean, VA
Madison, WI
Chicago, IL
Assets under management$28.9M$30.4M$30.4M
Asset growth, last 2 years––+10%
Advisory staff113
Individual clients2316329
Assets per client$1.3M$186K$1M
Clients per advisor2316310
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack21–
People on Advicer.bio113

From each firm's latest Form ADV (Mar 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

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.

ToolBluesail Advisors LLCBridgeport Asset Management, LLC.Aurelien Capital Partners
Custodial Platform
Altruist–Uses it–
NetX360 (Pershing)Uses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Bluesail Advisors LLC: none listed · Bridgeport Asset Management, LLC.: none listed · Aurelien Capital Partners: Schwab