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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 Bakeravenue (swap one in):+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Dunham $5.63B · San Diego, CA+ Chicago Capital, LLC $4.82B · Chicago, IL+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA
San Francisco, CA
Irvine, CA
Pasadena, CA
Assets under management$5.09B$5.93B$4.48B
Asset growth, last 2 years+96%+36%+23%
Advisory staff293017
Individual clients1,0192,095884
Assets per client$5M$2.8M$5.1M
Clients per advisor357052
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack164
People on Advicer.bio351817

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

ToolBakeravenueIndex Fund Advisors, Inc.Clifford Swan Investment Counselors
CRM
HubSpotUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses itUses it
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Client File Sharing
ShareFile––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bakeravenue: Fidelity, Schwab · Index Fund Advisors, Inc.: Schwab · Clifford Swan Investment Counselors: Schwab