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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 Westmount Partners, LLC (swap one in):+ Nwf Advisory Services Inc $6.43B · Los Angeles, CA+ J. Safra Asset Management Corporation $6.26B · New York City, NY+ Dunham $5.63B · San Diego, CA+ Genter Capital Management $5.1B · Los Angeles, CA
Los Angeles, CA
Pasadena, CA
Overland Park, KS
Assets under management$5.94B$6.75B$6.25B
Asset growth, last 2 years+39%+50%+82%
Advisory staff18288203
Individual clients1,41810,65322,064
Assets per client$4.2M$633K$283K
Clients per advisor7937109
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack1––
People on Advicer.bio26222222

From each firm's latest Form ADV (Oct 2026, Sep 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.

ToolWestmount Partners, LLCWedbush Securities Inc.Creativeone Wealth, LLC
Portfolio Management
OrionUses it––

Custodians on Form ADV: Westmount Partners, LLC: Schwab · Wedbush Securities Inc.: none listed · Creativeone Wealth, LLC: Schwab, Fidelity