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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 Main Street Advisors (swap one in):+ Everett Harris & Co $11.53B · Los Angeles, CA+ Callan Family Office, LLC $10.21B · Radnor, PA+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Axxcess Wealth Management, LLC $8.88B · Carlsbad, CA
Santa Monica, CA
San Diego, CA
San Francisco, CA
Assets under management$9.65B$11.05B$10.31B
Asset growth, last 2 years+21%+76%+46%
Advisory staff177661
Individual clients687,5034,169
Assets per client$141.9M$1.5M$2.5M
Clients per advisor49968
Main custodian–SchwabFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack144
People on Advicer.bio–9076

From each firm's latest Form ADV (Mar 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.

ToolMain Street AdvisorsPure 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–
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Main Street Advisors: none listed · Pure Financial Advisors, LLC: Schwab, Fidelity, Axos Clearing · Parallel Advisors, LLC: Fidelity, Schwab