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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 Genter Capital Management (swap one in):+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Dunham $5.63B · San Diego, CA+ Chicago Capital, LLC $4.82B · Chicago, IL+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA
Los Angeles, CA
Irvine, CA
Greenbrae, CA
Assets under management$5.1B$5.93B$6.02B
Asset growth, last 2 years+21%+36%+13%
Advisory staff13309
Individual clients4,0692,0951,492
Assets per client$1.3M$2.8M$4M
Clients per advisor31370166
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack16–
People on Advicer.bio20186

From each firm's latest Form ADV (Apr 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.

ToolGenter Capital ManagementIndex Fund Advisors, Inc.Kcm Investment Advisors
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–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Genter Capital Management: Schwab · Index Fund Advisors, Inc.: Schwab · Kcm Investment Advisors: Schwab