Bluespring Wealth, a leading acquirer of independent registered investment advisers (RIAs) and hybrid wealth management firms, announced the launch of Bluespring Wealth Management, LLC, known as the Bluespring RIA. The initiative marks a significant expansion of the firm’s growth platform by adding a dedicated suite of compliance capabilities to the legal, finance, and human resources support it already provides to partner firms.
The Bluespring RIA is designed to provide a more comprehensive operational foundation for advisory firms by managing a broad range of back-office functions. The centralized structure aims to help advisors focus on serving clients and growing their businesses while reducing administrative and regulatory burdens.
The new entity will operate as a registered investment adviser under which select former stand-alone RIA partner firms will operate. Bluespring plans to extend the offering to additional firms throughout 2026. The first firms expected to transition into the Bluespring RIA include Vector Wealth Management, Capital Planning Advisors, Bedell Frazier Investment Counselling, Joule Financial, and Ritter Daniher Financial Advisory.
The launch follows a strong growth period for Bluespring. The company reported a record year in 2025, acquiring $6 billion in assets across nine transactions. In 2026, the firm has already announced four acquisitions.
As part of the transition, participating firms will retire their existing DBA names and partner co-branding and will operate under the Bluespring Wealth brand.
The expanded compliance platform is led by Chief Compliance Officer Rochelle Levy, who will oversee regulatory support, SEC examination preparation, compliance program development, and ongoing regulatory guidance for partner firms.
KEY QUOTES:
“Bluespring has always been built to support the entrepreneurial spirit of our stand-alone RIA partner firms and their advisors. Over time, we have significantly expanded our investment in helping firms grow organically, and this is the next step. Compliance is one of the most significant capacity challenges for independent RIAs, and by building this function at scale, we’re removing a meaningful operational burden and allowing our firms to focus on their clients.”
Josh Bartholomew, Head of Business Development, Bluespring
“Every advisor we talk to wants the same thing: to grow their business, to take care of their clients, and to build something that lasts. The Bluespring RIA was built to support those exact goals. It gives our partner firms the operational foundation to focus on what matters most, knowing we’re invested in their long-term success every step of the way.”
Pradeep Jayaraman, President, Bluespring
“Our goal is to help advisors operate more efficiently and with confidence. We’re excited to provide compliance services to our independent RIA partners at scale, supporting them through SEC examinations, developing practical compliance programs, and providing ongoing regulatory guidance.”
Rochelle Levy, Chief Compliance Officer, Bluespring
