At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed broker-dealer.
| Website | https://www.axosadvisorservices.com/ |
| Revenue | $9.1 million |
| Employees | 54 (54 on RocketReach) |
| Founded | 2003 |
| Address | 7103 S Revere Pkwy, Centennial, Colorado 80112, US |
| Phone | (303) 705-6000 |
| Fax | (800) 955-0245 |
| Industry | Investment Banking, Finance, Asset Custody, Banking, RIA Trading Technology, Brokerage |
| Web Rank | 394462 |
| Web Visits | 63310 |
| Keywords | Investment Advisory, Wealth Management, Financial Services, Portfolio Management, Asset Custody, Ria Technology, Integrated Solutions, Financial Technology, Banking Solutions, Brokerage Services, Compliance Solutions, Technology Solutions, Account Management, Regulatory Reporting, Client Onboarding |
| Competitors | Fidelity Investments, Vanguard, Wells Fargo Advisors, LPL Financial, Raymond James, Edward Jones, TD Ameritrade, Apex Clearing, Merrill Edge, Schwab Advisor Services +43 more (view full list) |
| SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Axos Advisor Services employee's phone or email?
Axos Advisor Services Questions
The Axos Advisor Services annual revenue was $9.1 million in 2026.
Theresa Bain is the Vice President Product Integration of Axos Advisor Services.
54 people are employed at Axos Advisor Services.
Axos Advisor Services is based in Centennial, Colorado.
The NAICS codes for Axos Advisor Services are [52, 523].
The SIC codes for Axos Advisor Services are [6211, 62, 621].
Top Axos Advisor Services Employees
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Theresa Bain
Vice President Product Integration at Axos Advisor Services
Englewood, CO, US35 -
Lindsay Faussone
Executive Director at Axos Advisor Services
Denver, CO, US35 -
22
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Jennifer Graham
Controller at Axos Advisor Services
Denver, CO, US45+ -
Kristy McDaniel
Product Manager at Axos Advisor Services
Jonesboro, AR, US21 -
Cecil Wohler
Product Manager at Axos Advisor Services
Englewood, CO, US22 -
13
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Jeff Wieck
Senior Broker at Axos Advisor Services
Denver, CO, US41
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