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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):+ Quantum Financial Advisors, LLC $1.48B · Santa Monica, CA+ Apriem Advisors $1.48B · Irvine, 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$1.47B
Asset growth, last 2 years–+40%–
Advisory staff7106
Individual clients561,207141
Assets per client$24.8M$1.2M$10.4M
Clients per advisor812124
Main custodianSchwabSchwabFidelity
Filing with the SEC since20242012 or earlier2024
Tools in their stack132
People on Advicer.bio7106

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

1 tool 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.Serenus Wealth Advisors, LLC
CRM
SS&C Black DiamondUses itUses itUses it
Custodial Platform
NetX360 (Pershing)––Uses 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 · Serenus Wealth Advisors, LLC: Fidelity