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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):+ Nwf Advisory Services Inc $6.43B · Los Angeles, CA+ Kcm Investment Advisors $6.02B · Greenbrae, 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$5.93B
Asset growth, last 2 years+50%+39%+36%
Advisory staff91830
Individual clients12,7741,4182,095
Assets per client$441K$4.2M$2.8M
Clients per advisor1,4197970
Main custodianFifth Third BancorpSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack116
People on Advicer.bio312618

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

ToolDunhamWestmount Partners, LLCIndex Fund Advisors, Inc.
CRM
HubSpotUses 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
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dunham: Fifth Third Bancorp · Westmount Partners, LLC: Schwab · Index Fund Advisors, Inc.: Schwab