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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 Dunham (swap one in):+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ Genter Capital Management $5.1B · Los Angeles, CA+ Bakeravenue $5.09B · San Francisco, CA
San Diego, CA
Los Angeles, CA
Irvine, CA
Assets under management$5.63B$5.94B$5.06B
Asset growth, last 2 years+50%+39%−4%
Advisory staff91828
Individual clients12,7741,4181,053
Assets per client$441K$4.2M$4.8M
Clients per advisor1,4197938
Main custodianFifth Third BancorpSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio312629

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

ToolDunhamWestmount Partners, LLCFirst Foundation Advisors
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Dunham: Fifth Third Bancorp · Westmount Partners, LLC: Schwab · First Foundation Advisors: Schwab