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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):+ Brave Warrior Advisors, LLC $5.64B · New York, NY+ Dunham $5.63B · San Diego, CA+ New England Private Wealth Advisors, LLC $5.09B · Wellesley, MA+ Bakeravenue $5.09B · San Francisco, CA
Golden, CO
Phoenix, AZ
Bethesda, MD
Assets under management$5.36B$5.64B$5.09B
Asset growth, last 2 years+65%+17%+71%
Advisory staff956510
Individual clients11,0195,509102
Assets per client$486K$1M$49.9M
Clients per advisor1168510
Main custodianLPL FinancialSchwab–
Filing with the SEC since20162012 or earlier2016
Tools in their stack–2–
People on Advicer.bio1137311

From each firm's latest Form ADV (Jun 2026, Aug 2026, Apr 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 LLCDynamicPennington Partners & Co., LLC
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Western Wealth Management LLC: LPL Financial · Dynamic: Schwab, Fidelity · Pennington Partners & Co., LLC: none listed