Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Assembly Wealth financial advisors in Mill Valley, CA

Every SEC-registered investment adviser representative at a Assembly Wealth office in Mill Valley, A to Z.

5 registered advisors work at Assembly Wealth in Mill Valley, out of 5 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Assembly Wealth advisors in Mill Valley, A to Z

Every Assembly Wealth advisor →

Assembly Wealth advisors in every city and state →Assembly Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Mill Valley

All Mill Valley advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 25Cerity Partners LLC 10UBS Financial Services Inc. 8Boldin Advisors 7Private Wealth Partners, LLC 6Aspirean Wealth, LLC 5LPL Financial LLC 5Robert W. Baird & Co. Incorporated 5Gordian Wealth Advisors, LLC 4Osaic Wealth, Inc. 4Relevant Wealth Advisors, LLC 4Miller Avenue Advisors LLC 3

Questions

How many financial advisors does Assembly Wealth have in Mill Valley?

5 investment adviser representatives are registered at Assembly Wealth offices in Mill Valley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Assembly Wealth one of the largest advisor employers in Mill Valley?

Assembly Wealth ranks number 5 in Mill Valley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 25.

How do I check a Assembly Wealth advisor in Mill Valley?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Assembly Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.