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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 Assembly Wealth (swap one in):+ Gkv Capital Management Co Inc $357.2M · Walnut Creek, CA+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Alpha Wealth Management and Planning LLC $319.6M · Novato, CA+ Arroyo Investment Group, LLC $319.5M · Pasadena, CA
Mill Valley, CA
Redwood City, CA
San Juan Capistrano, CA
Assets under management$336.7M$355.5M$319.4M
Asset growth, last 2 years−9%+62%−0%
Advisory staff453
Individual clients209171108
Assets per client$1.6M$2.1M$3M
Clients per advisor523436
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack154
People on Advicer.bio643

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCOptivest, Inc.
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Assembly Wealth: Schwab · Griffin Black, LLC: Pershing · Optivest, Inc.: Schwab