Blueline Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exeter, NH. Its latest Form ADV filing, dated March 11, 2026, reports $247M in regulatory assets under management, 3 employees, 2 offices, and 510 accounts.
Assets Under Management
$247M
Employees
3
Offices
2 offices
Total Clients
148
Primary office
EXETER, NH
99 WATER STREET, SUITE 3, EXETER, NH, United States
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
96
2
HNWI
35.1%
52
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 11, 2026
Discretionary56.2%
$139M
56% of total RAUM56.2%
Non-discretionary43.8%
$108M
44% of total RAUM43.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$247M
Total Accounts510
10Y AUM Change+$97M (+64.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.