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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):+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ Gentrust $5.2B · Miami, FL+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA
Walnut Creek, CA
San Diego, CA
Great Falls, MT
Assets under management$4.95B$5.63B$5.2B
Asset growth, last 2 years+34%+50%+31%
Advisory staff31913
Individual clients2,27212,7744,091
Assets per client$2.2M$441K$1.3M
Clients per advisor731,419315
Main custodianSchwabFifth Third BancorpD.a. Davidson & Co.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio383117

From each firm's latest Form ADV (Oct 2026, Jul 2026, Dec 2025). 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 ManagementDunhamDavidson Investment Advisors, Inc.
CRM
HubSpot–Uses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Destination Wealth Management: Schwab · Dunham: Fifth Third Bancorp · Davidson Investment Advisors, Inc.: D.a. Davidson & Co., First Clearing, LLC