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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 Clay Northam Wealth Management (swap one in):+ Marin Bay Wealth Advisors, LLC $375.6M · San Anselmo, CA+ Torren Management, LLC $373.5M · San Diego, CA+ Evoadvisors $337.2M · Richmond, VA+ Oceaniq Capital, LLC $334.2M · Palo Alto, CA
Huntington Beach, CA
Napa, CA
Mill Valley, CA
Assets under management$354.9M$374.7M$336.7M
Asset growth, last 2 years+43%+18%−9%
Advisory staff234
Individual clients420100209
Assets per client$845K$3.7M$1.6M
Clients per advisor2103352
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio236

From each firm's latest Form ADV (May 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.

ToolClay Northam Wealth ManagementHarrington Investments, Inc.Assembly Wealth
CRM
HubSpot––Uses it
Performance Reporting
AssetBookUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Clay Northam Wealth Management: Schwab · Harrington Investments, Inc.: Schwab · Assembly Wealth: Schwab