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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 Katapult Financial Planning LLC (swap one in):+ Clark Wealth Strategies, Inc $53M · Omaha, NE+ Quraishi Wealth Management $53M · Jonesboro, AR+ Dreyfuss Capital Management LLC $47.9M · Jackson, WY+ Ladewig Investment Management, LLC $47.9M
Upper Arlington, OH
Assets under management$50.5M$53M$53M
Asset growth, last 2 years–––
Advisory staff111
Individual clients306014
Assets per client$1.7M$883K$3.8M
Clients per advisor306014
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolKatapult Financial Planning LLCFiducia Wealth ManagementCrawford Wealth Management
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–