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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+ Augustus Wealth, LLC $100.2M · Long Beach, CA+ Darrell Capital Management, LLC $100.1M · Rolling Hills Estates, CA
El Cerrito, CA
San Francisco, CA
Laguna Beach, CA
Assets under management$105.8M$112.3M$100.4M
Asset growth, last 2 years––+11%
Advisory staff212
Individual clients14212282
Assets per client$745K$920K$1.2M
Clients per advisor7112241
Main custodian––First Clearing, LLC
Filing with the SEC since202620262012 or earlier
Tools in their stack242
People on Advicer.bio212

From each firm's latest Form ADV (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.

ToolHarborlight Investments, LLCPillar6 Advisors, LLCSagent Wealth Management
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses itUses 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 · Sagent Wealth Management: First Clearing, LLC