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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 First Foundation Advisors (swap one in):+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Dunham $5.63B · San Diego, CA+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA
Irvine, CA
Irvine, CA
Los Angeles, CA
Assets under management$5.06B$5.93B$5.94B
Asset growth, last 2 years−4%+36%+39%
Advisory staff283018
Individual clients1,0532,0951,418
Assets per client$4.8M$2.8M$4.2M
Clients per advisor387079
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack261
People on Advicer.bio291826

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

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

Custodians on Form ADV: First Foundation Advisors: Schwab · Index Fund Advisors, Inc.: Schwab · Westmount Partners, LLC: Schwab