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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 Investment Management LLC (swap one in):+ Harborpoint Wealth Partners $136.4M · Virginia Beach, VA+ Bridgelight Capital LLC $136.4M · Scottsdale, AZ+ O'donnell Wealth Management $123.3M · Cody, WY+ Pacific Specialty Investment Group, LLC $123.2M · Newport Beach, CA
Oakland, CA
Collegeville, PA
Assets under management$129.8M$136.4M$123.2M
Asset growth, last 2 years+5%−76%+56%
Advisory staff253
Individual clients604585
Assets per client$2.2M$3M$1.4M
Clients per advisor30928
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2015
Tools in their stack11–
People on Advicer.bio243

From each firm's latest Form ADV (May 2026, Aug 2026, Oct 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 Investment Management LLCBrooker Wealth ManagementDewitt Capital Management
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Catalyst Investment Management LLC: Schwab · Brooker Wealth Management: Schwab · Dewitt Capital Management: Schwab