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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):+ Cassaday & Company, Inc. $7.14B · Mclean, VA+ 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
Bellevue, WA
Assets under management$6.75B$7.92B$7.19B
Asset growth, last 2 years+50%+14%+58%
Advisory staff2882426
Individual clients10,653551,121
Assets per client$633K$144.1M$6.4M
Clients per advisor37243
Main custodian–RBCSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––5
People on Advicer.bio222128

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

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.

ToolWedbush Securities Inc.Icg Advisors, LLCEvergreen Capital Management LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
E-Signature
Adobe Sign––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Wedbush Securities Inc.: none listed · Icg Advisors, LLC: RBC · Evergreen Capital Management LLC: Schwab