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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 Harborlight Investments, LLC (swap one in):+ Bernard & Johnson Family Wealth Management $113.1M · Pasadena, CA+ Wealthlynk, Inc. $112M · Fallbrook, CA+ Sagent Wealth Management $100.4M · Laguna Beach, CA+ Darrell Capital Management, LLC $100.1M · Rolling Hills Estates, CA
El Cerrito, CA
San Francisco, CA
Long Beach, CA
Assets under management$105.8M$112.3M$100.2M
Asset growth, last 2 years––+116%
Advisory staff212
Individual clients142122136
Assets per client$745K$920K$737K
Clients per advisor7112268
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack24–
People on Advicer.bio212

From each firm's latest Form ADV (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

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.

ToolHarborlight Investments, LLCPillar6 Advisors, LLCAugustus Wealth, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Harborlight Investments, LLC: none listed · Pillar6 Advisors, LLC: none listed · Augustus Wealth, LLC: Schwab