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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):+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Planmember Securities Corporation $10.12B · Carpinteria, CA+ Empirical Wealth Management $8.43B · Seattle, WA+ Icg Advisors, LLC $7.92B · Los Angeles, CA
Carlsbad, CA
Anaheim, CA
Santa Monica, CA
Assets under management$8.88B$9.74B$9.65B
Asset growth, last 2 years+37%+55%+21%
Advisory staff4442617
Individual clients9,55845,19468
Assets per client$929K$216K$141.9M
Clients per advisor2171064
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack211
People on Advicer.bio38433–

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.Main Street Advisors
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses itUses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Axxcess Wealth Management, LLC: Schwab, LPL Financial, Wells Fargo · Centaurus Financial, Inc.: Schwab, Pershing, SEI · Main Street Advisors: none listed