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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):+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Chicago Capital, LLC $4.82B · Chicago, IL+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA
San Francisco, CA
Irvine, CA
San Diego, CA
Assets under management$5.09B$5.93B$5.63B
Asset growth, last 2 years+96%+36%+50%
Advisory staff29309
Individual clients1,0192,09512,774
Assets per client$5M$2.8M$441K
Clients per advisor35701,419
Main custodianFidelitySchwabFifth Third Bancorp
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack161
People on Advicer.bio351831

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

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.Dunham
CRM
HubSpotUses it–Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bakeravenue: Fidelity, Schwab · Index Fund Advisors, Inc.: Schwab · Dunham: Fifth Third Bancorp