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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 Axxcess Wealth Management, LLC (swap one in):+ Planmember Securities Corporation $10.12B · Carpinteria, CA+ Main Street Advisors $9.65B · Santa Monica, CA+ Battery Global Advisors, LLC $8.37B · Boston, MA+ Icg Advisors, LLC $7.92B · Los Angeles, CA
Carlsbad, CA
Anaheim, CA
Seattle, WA
Assets under management$8.88B$9.74B$8.43B
Asset growth, last 2 years+37%+55%+53%
Advisory staff4442657
Individual clients9,55845,1942,394
Assets per client$929K$216K$3.5M
Clients per advisor21710642
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack213
People on Advicer.bio3843366

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

ToolAxxcess Wealth Management, LLCCentaurus Financial, Inc.Empirical Wealth Management
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Axxcess Wealth Management, LLC: Schwab, LPL Financial, Wells Fargo · Centaurus Financial, Inc.: Schwab, Pershing, SEI · Empirical Wealth Management: Schwab