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 Hcm Wealth (swap one in):+ Aire Advisors, LLC $1.01B · Beverly Hills, CA+ Syntheticfi LLC $992.9M · San Francisco, CA+ Vance Wealth $893.6M · Santa Clarita, CA+ J.p. King Advisors, Inc. $889.7M · Walnut Creek, CA
San Rafael, CA
Corte Madera, CA
Santa Monica, CA
Assets under management$941.7M$1B$888.8M
Asset growth, last 2 years+13%+47%+74%
Advisory staff547
Individual clients26957839
Assets per client$3.5M$17.5M$1.1M
Clients per advisor5414120
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio417

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

ToolHcm WealthCohen Capital Management IncWestside Investment Management, LLC
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Hcm Wealth: Schwab · Cohen Capital Management Inc: Schwab, Wells Fargo · Westside Investment Management, LLC: LPL Financial