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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):+ Elevated Financial Group $532M · Indianapolis, IN+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA+ Eaton-Cambridge Inc. $480.7M · Phoenix, AZ+ Courage Miller Partners, LLC $480.7M · Norfolk, VA
East Norriton, PA
York, PA
Chicago, IL
Assets under management$506.2M$533.4M$531.5M
Asset growth, last 2 years+37%+46%–
Advisory staff432
Individual clients48214387
Assets per client$1.1M$3.7M$6.1M
Clients per advisor1214844
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620192024
Tools in their stack231
People on Advicer.bio442

From each firm's latest Form ADV (Mar 2026, Jul 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, LLCXxi Wealth, LLC
CRM
SS&C Black Diamond––Uses it
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 · Xxi Wealth, LLC: Schwab