Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wealth Management (swap one in):+ Center Pillar Wealth Management LLC $46M · Newark, CA+ Applied Wealth Management $46M · Bakersfield, CA+ Rb Salzman Wealth Management, LLC $41.3M+ Sitka Pacific Capital Management, LLC $41.3M · Seattle, WA
Redding, CA
San Rafael, CA
Palo Alto, CA
Assets under management$43.4M$45.8M$45.8M
Asset growth, last 2 years––+254%
Advisory staff111
Individual clients534433,896
Assets per client$819K$1M$1K
Clients per advisor534433,896
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack1–2
People on Advicer.bio11–

From each firm's latest Form ADV (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 Wealth ManagementMadden Creek AdvisorsInsights Investments
CRM
HubSpot––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Parallel Wealth Management: none listed · Madden Creek Advisors: none listed · Insights Investments: Interactive Brokers, Alpaca Securities LLC