Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Katam Hill LLC (swap one in):+ Aetolia Capital LLC $44.5M+ Lighthouse Capital, LLC $44.5M · Boston, MA+ Bridger Financial Services, LLC $40.2M · Temecula, CA+ Azimuth Wealth Advisors $40.2M · San Diego, CA
Sherman Oaks, CA
San Diego, CA
La Mesa, CA
Assets under management$42.4M$44.6M$40.3M
Asset growth, last 2 years––+37%
Advisory staff122
Individual clients64159137
Assets per client$663K$281K$294K
Clients per advisor648069
Main custodian––SEI
Filing with the SEC since202620262012 or earlier
Tools in their stack–2–
People on Advicer.bio122

From each firm's latest Form ADV (Sep 2026, Apr 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.

ToolKatam Hill LLCQualified PlanningAlpha & Omega
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Katam Hill LLC: none listed · Qualified Planning: none listed · Alpha & Omega: SEI, Fidelity