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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):+ Douglass Winthrop Advisors LLC $6.46B · New York, NY+ 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
Los Angeles, CA
Assets under management$6.02B$6.75B$6.43B
Asset growth, last 2 years+13%+50%+73%
Advisory staff9288102
Individual clients1,49210,65311,433
Assets per client$4M$633K$562K
Clients per advisor16637112
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio6222106

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.Nwf Advisory Services Inc
Custodial Platform
NetX360 (Pershing)––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Kcm Investment Advisors: Schwab · Wedbush Securities Inc.: none listed · Nwf Advisory Services Inc: none listed