Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Assembly Wealth (swap one in):+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Piedmont Wealth Advisory $353.7M · Reston, VA+ Alpha Wealth Management and Planning LLC $319.6M · Novato, CA+ Arroyo Investment Group, LLC $319.5M · Pasadena, CA
Mill Valley, CA
Redwood City, CA
Walnut Creek, CA
Assets under management$336.7M$355.5M$357.2M
Asset growth, last 2 years−9%+62%+55%
Advisory staff453
Individual clients209171172
Assets per client$1.6M$2.1M$2.1M
Clients per advisor523457
Main custodianSchwabPershing–
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack151
People on Advicer.bio644

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

ToolAssembly WealthGriffin Black, LLCGkv Capital Management Co Inc
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Custodial Platform
Altruist–Uses it–
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Assembly Wealth: Schwab · Griffin Black, LLC: Pershing · Gkv Capital Management Co Inc: none listed