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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 Centaurus Financial, Inc. (swap one in):+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Tocqueville Asset Management LP $10.24B · New York, NY+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Axxcess Wealth Management, LLC $8.88B · Carlsbad, CA
Anaheim, CA
San Diego, CA
Los Angeles, CA
Assets under management$9.74B$11.05B$11.53B
Asset growth, last 2 years+55%+76%+15%
Advisory staff4267613
Individual clients45,1947,503718
Assets per client$216K$1.5M$16.1M
Clients per advisor1069955
Main custodianSchwabSchwabBank of America, National Association
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack141
People on Advicer.bio4339010

From each firm's latest Form ADV (Jul 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.

ToolCentaurus Financial, Inc.Pure Financial Advisors, LLCEverett Harris & Co
Financial Planning
Boldin for Advisors–Uses it–
eMoney–Uses it–
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Centaurus Financial, Inc.: Schwab, Pershing, SEI · Pure Financial Advisors, LLC: Schwab, Fidelity, Axos Clearing · Everett Harris & Co: Bank of America, National Association, Schwab