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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 Destination Wealth Management (swap one in):+ Gentrust $5.2B · Miami, FL+ Davidson Investment Advisors, Inc. $5.2B · Great Falls, MT+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA+ Syon Capital LLC $4.38B · San Francisco, CA
Walnut Creek, CA
San Diego, CA
Pasadena, CA
Assets under management$4.95B$5.63B$4.48B
Asset growth, last 2 years+34%+50%+23%
Advisory staff31917
Individual clients2,27212,774884
Assets per client$2.2M$441K$5.1M
Clients per advisor731,41952
Main custodianSchwabFifth Third BancorpSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack214
People on Advicer.bio383117

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolDestination Wealth ManagementDunhamClifford Swan Investment Counselors
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
CRM
HubSpot–Uses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it–Uses it

Custodians on Form ADV: Destination Wealth Management: Schwab · Dunham: Fifth Third Bancorp · Clifford Swan Investment Counselors: Schwab