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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+ Nicola Wealth Management LTD. $11.04B · Vancouver+ Centaurus Financial, Inc. $9.74B · Anaheim, CA+ Main Street Advisors $9.65B · Santa Monica, CA
San Francisco, CA
Los Angeles, CA
Cincinnati, OH
Assets under management$10.31B$11.53B$10.92B
Asset growth, last 2 years+46%+15%+37%
Advisory staff6113848
Individual clients4,16971846,299
Assets per client$2.5M$16.1M$236K
Clients per advisor685555
Main custodianFidelityBank of America, National AssociationFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack41–
People on Advicer.bio76101019

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jul 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 & CoFifth Third Securities, Inc.
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Parallel Advisors, LLC: Fidelity, Schwab · Everett Harris & Co: Bank of America, National Association, Schwab · Fifth Third Securities, Inc.: Fidelity