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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 Bluesphere Advisors LLC (swap one in):+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA+ Xxi Wealth, LLC $531.5M · Chicago, IL+ Eaton-Cambridge Inc. $480.7M · Phoenix, AZ+ Courage Miller Partners, LLC $480.7M · Norfolk, VA
East Norriton, PA
York, PA
Indianapolis, IN
Assets under management$506.2M$533.4M$532M
Asset growth, last 2 years+37%+46%–
Advisory staff438
Individual clients482143690
Assets per client$1.1M$3.7M$771K
Clients per advisor1214886
Main custodianSchwabSchwab–
Filing with the SEC since201620192024
Tools in their stack23–
People on Advicer.bio447

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

ToolBluesphere Advisors LLCCollective Family Office, LLCElevated Financial Group
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses itUses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Bluesphere Advisors LLC: Schwab · Collective Family Office, LLC: Schwab · Elevated Financial Group: none listed