Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 First Foundation Advisors (swap one in):+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA
Irvine, CA
Irvine, CA
San Diego, CA
Assets under management$5.06B$5.93B$5.63B
Asset growth, last 2 years−4%+36%+50%
Advisory staff28309
Individual clients1,0532,09512,774
Assets per client$4.8M$2.8M$441K
Clients per advisor38701,419
Main custodianSchwabSchwabFifth Third Bancorp
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack261
People on Advicer.bio291831

From each firm's latest Form ADV (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.

ToolFirst Foundation AdvisorsIndex Fund Advisors, Inc.Dunham
CRM
SS&C Black DiamondUses itUses it–
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: First Foundation Advisors: Schwab · Index Fund Advisors, Inc.: Schwab · Dunham: Fifth Third Bancorp