RIA Intel›Advisers›Rhode Island›BLUE CHIP FINANCIAL ADVISORS, LLC

BLUE CHIP FINANCIAL ADVISORS, LLC

Advisory

EAST PROVIDENCE, RI

Data as of Aug 19, 2026 · Source: SEC Form ADV

Rank in RI

#71

of 90 advisers by AUM

AUM change, 1 year

+2.3%

36th percentile in RI

AUM CAGR, 3 year

-3.1%

compound annual growth

Average account

$304K

across 342 accounts

AUM per adviser

$21M

5 advisers

Filing history

8

filings since 2008

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$104M

1-Year AUM Growth

+2.3%

3-Year CAGR

-3.1%

Employees

5

Assets Under Management

Total AUM$104M

Discretionary AUM$0

Non-Discretionary AUM$104M

Discretionary %0%

Total Clients178

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMay 23, 2008

Latest FilingAug 19, 2026

Full AUM trend chart and 8 historical filings spanning 18+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

Moderate risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

17th percentile

Composite rank among RI advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

6 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

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Client Demographics

178 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

PLUM POINTE WEALTH MANAGEMENT, LLC

$105M

BALANCED WEALTH MANAGEMENT, LLC.

EAST GREENWICH, RI

$102M

RANDALL FINANCIAL GROUP, LLC

$108M

OLD FORGE WEALTH MANAGEMENT, LLC

$99M

BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC

$112M

CHARLES J. MEANS & CO., LLC

$91M

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