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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Catalyst Financial Partners (swap one in):+ C2 Private Wealth $1.82B · Novi, MI+ Gds Wealth Management $1.81B · Flower Mound, TX+ USA Financial Exchange $1.64B · Ada, MI+ Penobscot Investment Management Company, Inc. $1.64B · Boston, MA
Boston, MA
Phoenix, AZ
Houston, TX
Assets under management$1.72B$1.81B$1.81B
Asset growth, last 2 years+108%+101%+41%
Advisory staff61416
Individual clients347466927
Assets per client$5M$3.9M$2M
Clients per advisor583358
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack1–4
People on Advicer.bio111117

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCatalyst Financial PartnersVersant Capital Management, Inc.Financial Synergies
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Catalyst Financial Partners: Schwab, SEI · Versant Capital Management, Inc.: Schwab · Financial Synergies: Schwab, Fidelity