Bluespring Wealth has opened Bluespring Wealth Management, LLC (Bluespring RIA), a substantial broadening of its assistance base for independent registered investment advisors (RIAs) and hybrid wealth management firms. The firm’s formation unveils a full-fledged compliance function that goes together with the legal, finance, and human resources aspects Bluespring has been offering. This combination is meant to form a core operations setting aimed at lessening the red tape and freeing up advisors to concentrate on serving customers and expanding their business.
Also Read: EquiLend Partners With Delta Capita to Accelerate Spire Platform Implementations
“Bluespring has always been built to support the entrepreneurial spirit of our stand-alone RIA partner firms and their advisors,” said Josh Bartholomew, Head of Business Development for Bluespring. “Over time, we have significantly expanded our investment in helping firms grow organically, and this is the next step.” Initially, firms including Vector Wealth Management, Capital Planning Advisors, Bedell Frazier Investment Counselling, Joule Financial, and Ritter Daniher Financial Advisory will transition to the Bluespring RIA structure in 2026. The launch follows a record 2025 for Bluespring, which completed nine acquisitions totaling $6 billion in assets. Led by Chief Compliance Officer Rochelle Levy, the expanded compliance platform will provide regulatory guidance, SEC examination support, and scalable compliance services as Bluespring continues its growth strategy.
