Axos Advisor Services: Detailed Company Information & Corporate Profile

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Summary

Axos Advisor Services delivers specialized financial technology solutions for independent registered investment advisors and institutional investors, focusing on asset custody and RIA trading technology. With a workforce of 100‑200 professionals headquartered in Centennial, Colorado, the company supports clients across North America while maintaining revenue between $100 million and $500 million.

The organization is guided by a team of Vice Presidents and senior leaders, including Eli Suarez, Amy Morris, Elissa Washburn, Jason Desiderato, Ryan Macaluso, Daniel Broquadio, Andrew Gerber, Ken Gerken, Johnny Phaipanya, Rachel Mendoza, Sam Kuka, AJ Saltarello, Melanie Griego, Sheri Norfolk, Kevin Alonso and Kara. This group shapes product strategy, client service excellence, data analytics, and quality assurance across the firm.

Axos Advisor Services specializes in asset custody solutions that streamline settlement, safekeeping, and reporting for RIA firms, while its RIA trading technology platform provides robust trade execution, order routing, and compliance tools tailored to advisors' operational needs.

Axos Advisor Services Websiteaxosadvisorservices.com
Industries
Axos Advisor Services Headquarters Address7103 S Revere Pkwy, Centennial, Colorado, 80112 US
Company Size100-200 employees
Specialities & ServicesAsset Custody, RIA Trading Technology
TechnologiesjQuery, Turbopack, Cloudflare, Next.js, Netlify, Contentful, Flask, ASP.NET
Estimated Annual Revenue$100M - 500M
Updated:2026-09-21

Subsidiaries and Affiliated Companies

Estimated Website Traffic

The chart shows a decline in traffic to the axosadvisorservices.com website. In August, traffic decreased to 10210, compared to 14104 in the previous month. The highest traffic in 2026 was recorded in January, reaching 28015 visits.

Workforce Turnover

Length of Employment

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Axos Advisor Services's workforce includes employees across a wide range of tenure levels.

6% have been with the company for 1 to 2 years31% have been with the company for 3 to 4 years31% have been with the company for 5 to 7 years19% have been with the company for 8 to 10 years13% have been with the company for more than 11 years
Contact top employees from Axos Advisor Services
Eli Suarez
Eli SuarezVice President Custody Solutions at Axos Advisor Services
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Amy Morris
Amy MorrisSVP, Head of Offer Strategy & Enablement
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Elissa Washburn
Elissa WashburnVice President Client Services
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Jason Desiderato
Jason DesideratoVice President, RIA Custody Solutions
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Ryan Macaluso
Ryan MacalusoVice President, Custody Solutions
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Daniel Broquadio
Daniel BroquadioVice President | Strategic Account Management
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Andrew Gerber
Andrew GerberVice President | RIA Custody Solutions at Axos Advisor Services
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Ken Gerken
Ken GerkenVice President Product Management
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Johnny Phaipanya
Johnny PhaipanyaVice President, Data Analytics
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Rachel Mendoza
Rachel MendozaVP, Enablement and Planning
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Sam Kuka
Sam KukaRegional Director - RIA Custody - East
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AJ Saltarello
AJ SaltarelloPrinciple, Application Development
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Sheri Norfolk
Sheri NorfolkSenior Training Specialist
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Kevin Alonso
Kevin AlonsoOperations Analyst
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Kara
KaraPrincipal QA
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Axos Advisor Services Corporate Information: FAQ

Axos Advisor Services operates in the Finance industries. More details can be found on the official website: axosadvisorservices.com.
Axos Advisor Services has offices located in Centennial, US.
The headquarters of Axos Advisor Services are located in Centennial, United States.
Axos Advisor Services currently employs 100-200 people.

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