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.

Umb Financial Services, Inc.
Bluevine Advice
Emerald Investments, Inc.

Similar in size to Umb Financial Services, Inc. (swap one in):+ Stevenson Advisory Services & Investments $5.3M + Blueprint Capital Group LLC $5.3M · Casseleberry, FL + Rsi Advisors $4.8M + Protegro, Inc. $4.8M

	Umb Financial Services, Inc. Kansas City, MO	Bluevine Advice Kansas City, MO	Emerald Investments, Inc. Arlington, VA
Assets under management	$5M	$5.4M	$5.3M
Asset growth, last 2 years	+590%	–	–
Advisory staff	54	1	1
Individual clients	1	15	15
Assets per client	$5M	$359K	$353K
Clients per advisor	0	15	15
Main custodian	–	–	–
Filing with the SEC since	2012 or earlier	2026	2026
Tools in their stack	–	–	–
People on Advicer.bio	45	1	1

From each firm's latest Form ADV (Oct 2026, Mar 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

Umb Financial Services, Inc.
Bluevine Advice
Emerald Investments, Inc.

Advisory staff

Umb Financial Services, Inc.
Bluevine Advice
Emerald Investments, Inc.

Individual clients

Umb Financial Services, Inc.
Bluevine Advice
Emerald Investments, Inc.

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.