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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+ Dunham $5.63B · San Diego, CA+ Genter Capital Management $5.1B · Los Angeles, CA
Los Angeles, CA
Pasadena, CA
Salt Lake City, UT
Assets under management$5.94B$6.75B$5.64B
Asset growth, last 2 years+39%+50%−15%
Advisory staff1828818
Individual clients1,41810,653276
Assets per client$4.2M$633K$20.4M
Clients per advisor793715
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack1–3
People on Advicer.bio2622219

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

ToolWestmount Partners, LLCWedbush Securities Inc.Sepio Capital, LP
Client File Sharing
ShareFile––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Westmount Partners, LLC: Schwab · Wedbush Securities Inc.: none listed · Sepio Capital, LP: Fidelity