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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 Kcm Investment Advisors (swap one in):+ Nwf Advisory Services Inc $6.43B · Los Angeles, CA+ Truepoint, Inc. $6.39B · Cincinnati, OH+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL+ Dunham $5.63B · San Diego, CA
Greenbrae, CA
Pasadena, CA
New York, NY
Assets under management$6.02B$6.75B$6.46B
Asset growth, last 2 years+13%+50%+54%
Advisory staff928818
Individual clients1,49210,6531,249
Assets per client$4M$633K$5.2M
Clients per advisor1663769
Main custodianSchwab–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio622210

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

ToolKcm Investment AdvisorsWedbush Securities Inc.Douglass Winthrop Advisors LLC
CRM
SS&C Black Diamond––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Kcm Investment Advisors: Schwab · Wedbush Securities Inc.: none listed · Douglass Winthrop Advisors LLC: Pershing, Schwab