Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Financial Synergies $1.81B · Houston, TX+ 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
Newport Beach, CA
Assets under management$1.72B$1.81B$1.63B
Asset growth, last 2 years+108%+101%–
Advisory staff6146
Individual clients34746694
Assets per client$5M$3.9M$17.4M
Clients per advisor583316
Main custodianSchwabSchwab–
Filing with the SEC since20182012 or earlier2024
Tools in their stack1–1
People on Advicer.bio11111

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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.Provenio Capital
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Catalyst Financial Partners: Schwab, SEI · Versant Capital Management, Inc.: Schwab · Provenio Capital: none listed