Blue Chip Financial Advisors, LLC: new SEC registration, $104M AUM, East Providence, RI
Blue Chip Financial Advisors, LLC (East Providence, Rhode Island): new SEC registration, $104M AUM, East Providence, RI. Its amount of 104 is below the median of 134 (15th percentile). Dated 82 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 15th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related RI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Chip Financial Advisors, LLC |
| Legal name | Blue Chip Financial Advisors, LLC |
| CRD | 119510 |
| Status | Approved |
| Registered with the SEC | 2026-08-14 |
| Latest Form ADV filing | 2026-08-19 |
| Location | East Providence, RI, United States |
| Regulatory AUM | $104,069,000 |
| Accounts | 342 |
| Employees | 5 |
| Website | HTTP://WWW.BCFA.NET |
| amount percentile | 15th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 RI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Chip Financial Advisors, LLC and 5 Rhode Island peers
- Rhode Island NewRiaPulse records like this one: 5
- Blue Chip Financial Advisors, LLC's amount: 15th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Rhode Island peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Blue Chip Financial Advisors, LLC in East Providence, Rhode Island?
Blue Chip Financial Advisors, LLC received SEC registration as an investment adviser (2026-08-14) with $104,069,000 in regulatory assets under management, based in East Providence, RI.
How does Blue Chip Financial Advisors, LLC compare to other Rhode Island NewRiaPulse records?
Its amount of 104 is below the median (15th percentile); smaller records often move faster and face less competition. It is 82 days old; check the official source for later updates before acting.
Blue Chip Financial Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Chip Financial Advisors, LLC | East Providence, RI | 104 | 15th | 2026-08-14 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Rhode Island NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.