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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$5.66B
Asset growth, last 2 years+13%+50%+73%
Advisory staff928814
Individual clients1,49210,653704
Assets per client$4M$633K$8M
Clients per advisor1663750
Main custodianSchwab–Raymond James
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio62229

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kcm Investment Advisors: Schwab · Wedbush Securities Inc.: none listed · Klingman and Associates, LLC: Raymond James