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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):+ Financial Synergies $1.81B · Houston, TX+ Gds Wealth Management $1.81B · Flower Mound, TX+ Penobscot Investment Management Company, Inc. $1.64B · Boston, MA+ Provenio Capital $1.63B · Newport Beach, CA
Boston, MA
Phoenix, AZ
Ada, MI
Assets under management$1.72B$1.81B$1.64B
Asset growth, last 2 years+108%+101%+17%
Advisory staff6140
Individual clients34746610,265
Assets per client$5M$3.9M$159K
Clients per advisor5833–
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since20182012 or earlier2016
Tools in their stack1–5
People on Advicer.bio1111–

From each firm's latest Form ADV (Sep 2026, Mar 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.USA Financial Exchange
Custodial Platform
Axos––Uses it
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Catalyst Financial Partners: Schwab, SEI · Versant Capital Management, Inc.: Schwab · USA Financial Exchange: Axos Clearing, Schwab, Pershing