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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):+ J. Safra Asset Management Corporation $6.26B · New York City, NY+ Creativeone Wealth, LLC $6.25B · Overland Park, KS+ Dunham $5.63B · San Diego, CA+ Genter Capital Management $5.1B · Los Angeles, CA
Los Angeles, CA
Pasadena, CA
Los Angeles, CA
Assets under management$5.94B$6.75B$6.43B
Asset growth, last 2 years+39%+50%+73%
Advisory staff18288102
Individual clients1,41810,65311,433
Assets per client$4.2M$633K$562K
Clients per advisor7937112
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio26222106

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

ToolWestmount Partners, LLCWedbush Securities Inc.Nwf Advisory Services Inc
Custodial Platform
NetX360 (Pershing)––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Westmount Partners, LLC: Schwab · Wedbush Securities Inc.: none listed · Nwf Advisory Services Inc: none listed