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 Kondo Wealth Advisors, Inc (swap one in):+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Ats Wealth Management $383.6M · San Diego, CA+ Citrine Capital $346.7M · San Francisco, CA+ The Clark Group Asset Management $343.9M · Dana Point, CA
Pasadena, CA
Novato, CA
Lafayette, CA
Assets under management$365.1M$384M$346.4M
Asset growth, last 2 years+58%–+59%
Advisory staff233
Individual clients362252225
Assets per client$1M$1.5M$1.5M
Clients per advisor1818475
Main custodianSchwab–Schwab
Filing with the SEC since201520242012 or earlier
Tools in their stack–––
People on Advicer.bio223

From each firm's latest Form ADV (Mar 2026, May 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kondo Wealth Advisors, Inc: Schwab · Ketron Financial LLC: none listed · Gebhardt Group, Inc: Schwab, Fidelity