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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 Preservation Capital Group (swap one in):+ Catalyst Wealth Management LLC $105M · Houston, TX+ Telos Wealth Advisors $104.9M+ Lyon Capital Management, LLC $94.8M · Pittsford, NY+ Traditions Wealth Advisors, LLC. $94.8M · College Station, TX
Richmond, VA
Binyamina
Assets under management$99.9M$105M$94.9M
Asset growth, last 2 years–+65%+181%
Advisory staff112
Individual clients4257175
Assets per client$2.4M$1.8M$543K
Clients per advisor425788
Main custodian––Meitav Dash Trade LTD
Filing with the SEC since20262012 or earlier2019
Tools in their stack–––
People on Advicer.bio121

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Preservation Capital Group: none listed · Bonwell Capital Management, LLC: none listed · Wise Money Israel: Meitav Dash Trade LTD