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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+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA
Walnut Creek, CA
San Diego, CA
Irvine, CA
Assets under management$4.95B$5.63B$5.93B
Asset growth, last 2 years+34%+50%+36%
Advisory staff31930
Individual clients2,27212,7742,095
Assets per client$2.2M$441K$2.8M
Clients per advisor731,41970
Main custodianSchwabFifth Third BancorpSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack216
People on Advicer.bio383118

From each firm's latest Form ADV (Oct 2026, Jul 2026, Mar 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 ManagementDunhamIndex Fund Advisors, Inc.
CRM
HubSpot–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
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Destination Wealth Management: Schwab · Dunham: Fifth Third Bancorp · Index Fund Advisors, Inc.: Schwab