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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
Los Angeles, CA
Assets under management$5.63B$5.94B$6.43B
Asset growth, last 2 years+50%+39%+73%
Advisory staff918102
Individual clients12,7741,41811,433
Assets per client$441K$4.2M$562K
Clients per advisor1,41979112
Main custodianFifth Third BancorpSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio3126106

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, LLCNwf Advisory Services Inc
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Dunham: Fifth Third Bancorp · Westmount Partners, LLC: Schwab · Nwf Advisory Services Inc: none listed