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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+ Syon Capital LLC $4.38B · San Francisco, CA
Walnut Creek, CA
San Diego, CA
Palo Alto, CA
Assets under management$4.95B$5.63B$4.39B
Asset growth, last 2 years+34%+50%+27%
Advisory staff31916
Individual clients2,27212,774546
Assets per client$2.2M$441K$8M
Clients per advisor731,41934
Main custodianSchwabFifth Third BancorpFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack211
People on Advicer.bio383120

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 ManagementDunhamSand Hill Global Advisors, LLC
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 · Sand Hill Global Advisors, LLC: Fidelity, Schwab