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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+ Axxcess Wealth Management, LLC $8.88B · Carlsbad, CA
San Francisco, CA
Los Angeles, CA
Santa Monica, CA
Assets under management$10.31B$11.53B$9.65B
Asset growth, last 2 years+46%+15%+21%
Advisory staff611317
Individual clients4,16971868
Assets per client$2.5M$16.1M$141.9M
Clients per advisor68554
Main custodianFidelityBank of America, National Association–
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack411
People on Advicer.bio7610–

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 & CoMain Street Advisors
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
Website Builders
Squarespace–Uses it–
Webflow––Uses it
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Parallel Advisors, LLC: Fidelity, Schwab · Everett Harris & Co: Bank of America, National Association, Schwab · Main Street Advisors: none listed