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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 Elyxium Wealth LLC (swap one in):+ Apriem Advisors $1.48B · Irvine, CA+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA+ Silicon Valley Capital Partners, L.p. $1.29B · San Jose, CA+ Capital Advantage, Inc. $1.28B · Walnut Creek, CA
Beverly Hills, CA
Fullerton, CA
San Francisco, CA
Assets under management$1.39B$1.47B$1.31B
Asset growth, last 2 years–+40%+62%
Advisory staff71013
Individual clients561,207244
Assets per client$24.8M$1.2M$5.4M
Clients per advisor812119
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2015
Tools in their stack13–
People on Advicer.bio71011

From each firm's latest Form ADV (Aug 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.

ToolElyxium Wealth LLCEclectic Associates, Inc.Chequers Financial Management LLC
CRM
SS&C Black DiamondUses itUses it–
Email & Office Suites
Microsoft 365–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Elyxium Wealth LLC: Schwab, Fidelity · Eclectic Associates, Inc.: Schwab · Chequers Financial Management LLC: Schwab