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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 Western Wealth Management LLC (swap one in):+ Sepio Capital, LP $5.64B · Salt Lake City, UT+ Brave Warrior Advisors, LLC $5.64B · New York, NY+ New England Private Wealth Advisors, LLC $5.09B · Wellesley, MA+ Pennington Partners & Co., LLC $5.09B · Bethesda, MD
Golden, CO
Phoenix, AZ
San Diego, CA
Assets under management$5.36B$5.64B$5.63B
Asset growth, last 2 years+65%+17%+50%
Advisory staff95659
Individual clients11,0195,50912,774
Assets per client$486K$1M$441K
Clients per advisor116851,419
Main custodianLPL FinancialSchwabFifth Third Bancorp
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio1137331

From each firm's latest Form ADV (Jun 2026, Aug 2026, Jul 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.

ToolWestern Wealth Management LLCDynamicDunham
CRM
HubSpot––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Western Wealth Management LLC: LPL Financial · Dynamic: Schwab, Fidelity · Dunham: Fifth Third Bancorp