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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):+ Vanweelden Wealth Management, LLC $136.5M · West Chester Township, OH+ Bridgelight Capital LLC $136.4M · Scottsdale, AZ+ O'donnell Wealth Management $123.3M · Cody, WY+ Dewitt Capital Management $123.2M · Collegeville, PA
Oakland, CA
Virginia Beach, VA
Assets under management$129.8M$136.4M$136.4M
Asset growth, last 2 years+5%−76%–
Advisory staff253
Individual clients6045276
Assets per client$2.2M$3M$494K
Clients per advisor30992
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20232012 or earlier2024
Tools in their stack113
People on Advicer.bio243

From each firm's latest Form ADV (May 2026, Aug 2026, Sep 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 ManagementHarborpoint Wealth Partners
CRM
HubSpot––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Catalyst Investment Management LLC: Schwab · Brooker Wealth Management: Schwab · Harborpoint Wealth Partners: LPL Financial