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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+ Chequers Financial Management LLC $1.31B · San Francisco, CA+ Silicon Valley Capital Partners, L.p. $1.29B · San Jose, CA
Beverly Hills, CA
Fullerton, CA
Santa Monica, CA
Assets under management$1.39B$1.47B$1.48B
Asset growth, last 2 years–+40%+53%
Advisory staff71011
Individual clients561,207451
Assets per client$24.8M$1.2M$3.3M
Clients per advisor812141
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2021
Tools in their stack133
People on Advicer.bio71015

From each firm's latest Form ADV (Aug 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.

ToolElyxium Wealth LLCEclectic Associates, Inc.Quantum Financial Advisors, LLC
CRM
SS&C Black DiamondUses itUses it–
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

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