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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 Wedbush Securities Inc. (swap one in):+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Miller Investment Management, LP $7.1B · West Conshohocken, PA+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Westmount Partners, LLC $5.94B · Los Angeles, CA
Pasadena, CA
Los Angeles, CA
Mclean, VA
Assets under management$6.75B$7.92B$7.14B
Asset growth, last 2 years+50%+14%+77%
Advisory staff2882432
Individual clients10,653553,142
Assets per client$633K$144.1M$2.3M
Clients per advisor37298
Main custodian–RBCPershing
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–––
People on Advicer.bio222147

From each firm's latest Form ADV (Sep 2026, May 2026, Mar 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: Wedbush Securities Inc.: none listed · Icg Advisors, LLC: RBC · Cassaday & Company, Inc.: Pershing