East Norriton, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bluesphere Advisors LLC
Team
Firm-wide stats for Bluesphere Advisors LLC
Clients per advisor
121 Very HighAvg AUM per client
$1,042,524 TypicalHNW client ratio
35% TypicalAbout
Bluesphere serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutions, providing discretionary and non‑discretionary investment management alongside financial planning and business‑transition consulting. The firm constructs customized portfolios for clients and also provides written financial plans or consultations when engaged.
The firm’s investment approach is primarily long‑term and portfolio‑driven, typically using institutional mutual funds and ETFs while also incorporating individual equities and fixed income as appropriate. Bluesphere may employ margin and options strategies—using derivatives for hedging or to gain exposure within managed accounts—which the brochure identifies as a deliberate part of its toolset for portfolio construction and risk management.
Compared with many peers, Bluesphere combines a multi‑professional advisory team and a practice that integrates business transition work with personal financial planning, and it participates on an institutional custody platform that provides both operational benefits and potential conflicts of interest. The firm also discloses that some advisory personnel maintain separate broker‑dealer or insurance affiliations and may implement commissionable transactions in those capacities, which the firm treats as a source of potential conflict to be managed.
Based on Bluesphere Advisors LLC
Expertise
Based on Bluesphere Advisors LLC
Location
2108 Dekalb Pike
East Norriton PA 19401
Advisors at this office
3
Advisors at this office
David R
CFP®, Series 63
East Norriton, PA
Bluesphere Advisors LLC
David Ritrovato is a CFP® professional with 35 years of industry experience. He has been with Bluesphere Advisors LLC since 2016 and previously worked at Ameriprise from 2003 to 2016. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm provides discretionary and non-discretionary investment management, financial planning, and business-transition consulting, using a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for portfolio construction and risk management.
James H
CFA®
East Norriton, PA
Bluesphere Advisors LLC
James Harrington is a CFA® charterholder with 16 years of industry experience. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Bluestone Capital Management. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions, providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm emphasizes a long-term, portfolio-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and risk management.
Sanjay P
CFP®, CFA®, Series 66
East Norriton, PA
Bluesphere Advisors LLC
Sanjay Pawar is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has worked at Bluesphere Advisors LLC since 2016 and previously spent 11 years at Ameriprise. Outside of advising, he has commercial real estate ownership unrelated to his investment work. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for risk management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)