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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):+ Everett Harris & Co $11.53B · Los Angeles, 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
San Francisco, CA
Assets under management$9.74B$11.05B$10.31B
Asset growth, last 2 years+55%+76%+46%
Advisory staff4267661
Individual clients45,1947,5034,169
Assets per client$216K$1.5M$2.5M
Clients per advisor1069968
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack144
People on Advicer.bio4339076

From each firm's latest Form ADV (Jul 2026, Sep 2026, Jun 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, LLCParallel Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Financial Planning
Boldin for Advisors–Uses it–
eMoney–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Centaurus Financial, Inc.: Schwab, Pershing, SEI · Pure Financial Advisors, LLC: Schwab, Fidelity, Axos Clearing · Parallel Advisors, LLC: Fidelity, Schwab