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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2021
- Office Locations
- 21
Office Locations
About Blueprint Financial Advisors
Blueprint Financial Advisors is a registered investment adviser built to support entrepreneurial financial advisors with a full wealth-management platform—practice management, technology, in-house back office, and customized asset management. Majority employee-owned, it aims to keep a boutique feel while expanding offices nationally. Portfolios emphasize diversified allocations using public funds and ETFs (Schwab custody).
Reported data analysis
What the numbers show
Between December 10, 2025 and April 30, 2026, reported AUM increased 379.7%, from $201.5M to $966.6M.
Across 4 reported observations, AUM increased 3708.1% between September 29, 2023 and April 30, 2026, from $25.4M to $966.6M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 39 advisory representatives and 2,330 clients, or 59.7 clients per representative. That equates to $606.6K in reported AUM per client.
The profile lists 21 reported office locations and 5 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Blueprint Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON SCOTT LANGLEY
Co-founder, Managing Member, STRATEGIC ADVISOR
- CRD
- --
- Ownership
- 10% but less than 25%
Ralph Thomas Mayes
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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MICHAEL L ALLISON
--
- CRD
- #5200617
Hunter Mirek Boyd
Financial Advisor
- CRD
- #7010485
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,141,851,723 | $533,284 |
| Non-Discretionary | $271,527,477 | $202,561 |
| Total | $1,413,379,200 | $505,277 |
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Separately Managed Accounts
SMA allocation detail is available
Blueprint Financial Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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