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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 Nwf Advisory Services Inc (swap one in):+ Focus Financial $6.82B · Minneapolis, MN+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA
Los Angeles, CA
Los Angeles, CA
Greenbrae, CA
Assets under management$6.43B$7.92B$6.02B
Asset growth, last 2 years+73%+14%+13%
Advisory staff102249
Individual clients11,433551,492
Assets per client$562K$144.1M$4M
Clients per advisor1122166
Main custodian–RBCSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio10616

From each firm's latest Form ADV (Mar 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

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.

ToolNwf Advisory Services IncIcg Advisors, LLCKcm Investment Advisors
Custodial Platform
NetX360 (Pershing)Uses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Nwf Advisory Services Inc: none listed · Icg Advisors, LLC: RBC · Kcm Investment Advisors: Schwab