CityWire RIA Highlights Organic Growth Of Blueprint Financial Advisors

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, was highlighted by CityWire RIA for its growth since 2022 and future trajectory.

“Many financial advisors are tired of the ordinary relationship they have with wealth management firms. Our team is too, which drives us to do things other wealth advisors rarely do with consistency,” says Blueprint Financial Advisors President Andrea Johnson Swope. “No advisor who is part of network should feel they are being underserved and overpromised.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

Blueprint Financial Advisors was founded in 2022, currently manages about $505 million, and projects to grow to around $1.5 billion by mid-2026.

Thus far in 2025, Blueprint Financial Advisors has expanded into Green Bay, WI (Navigen Wealth Management), Lexington, KY (Bluegrass Investment Company), and Asheville, NC (Warren Wealth Management).