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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 Parallel Advisors, LLC (swap one in):+ Pure Financial Advisors, LLC $11.05B · San Diego, CA+ Fifth Third Securities, Inc. $10.92B · Cincinnati, OH+ Centaurus Financial, Inc. $9.74B · Anaheim, CA+ Main Street Advisors $9.65B · Santa Monica, CA
San Francisco, CA
Los Angeles, CA
Carlsbad, CA
Assets under management$10.31B$11.53B$8.88B
Asset growth, last 2 years+46%+15%+37%
Advisory staff611344
Individual clients4,1697189,558
Assets per client$2.5M$16.1M$929K
Clients per advisor6855217
Main custodianFidelityBank of America, National AssociationSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack412
People on Advicer.bio761038

From each firm's latest Form ADV (Jun 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.

ToolParallel Advisors, LLCEverett Harris & CoAxxcess Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Parallel Advisors, LLC: Fidelity, Schwab · Everett Harris & Co: Bank of America, National Association, Schwab · Axxcess Wealth Management, LLC: Schwab, LPL Financial, Wells Fargo