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

BLUE CHIP FINANCIAL ADVISORS, LLP

Advisory

N·EAST PROVIDENCE, RI

Data as of Jul 10, 2026 · Source: SEC Form ADV

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 Clients—

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMay 23, 2008

Latest FilingJul 10, 2026

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

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BLUE CHIP FINANCIAL ADVISORS, LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.