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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+ Creativeone Wealth, LLC $6.25B · Overland Park, KS+ Sepio Capital, LP $5.64B · Salt Lake City, UT+ Genter Capital Management $5.1B · Los Angeles, CA
Los Angeles, CA
Pasadena, CA
San Diego, CA
Assets under management$5.94B$6.75B$5.63B
Asset growth, last 2 years+39%+50%+50%
Advisory staff182889
Individual clients1,41810,65312,774
Assets per client$4.2M$633K$441K
Clients per advisor79371,419
Main custodianSchwab–Fifth Third Bancorp
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio2622231

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

ToolWestmount Partners, LLCWedbush Securities Inc.Dunham
CRM
HubSpot––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Westmount Partners, LLC: Schwab · Wedbush Securities Inc.: none listed · Dunham: Fifth Third Bancorp