Parkland Securities
Parkland Securities is a FINRA/SIPC member broker-dealer serving financial advisors and RIAs within the Axtella affiliated network, providing securities brokerage and YCharts-powered investment research and portfolio analysis tools.
- Company typePrivate
- Founded2002
- HeadquartersAnn Arbor, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
Parkland Securities firmographics
Firmographics- Name
- Parkland Securities
- Legal name
- Parkland Securities, LLC
- Website
- https://parklandsecurities.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Parkland Securities is a FINRA/SIPC member broker-dealer serving financial advisors and RIAs within the Axtella affiliated network, providing securities brokerage and YCharts-powered investment research and portfolio analysis tools.
- Ownership category
- akta.pro rank
Where Parkland Securities is headquartered
LocationHeadquarters
- HQ city
- Ann Arbor
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Parkland Securities business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Compliance/Regulatory
Revenue model
- Broker-Dealer Services: Securities brokerage services operating as a FINRA/SIPC member firm, providing investment services to clients through affiliated financial professionals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Parkland Securities product offering
Product offeringCore offering
Parkland Securities, LLC is a FINRA-registered, SIPC-member broker-dealer firm that provides securities brokerage services and back-office support to affiliated financial professionals. The firm operates as part of the Axtella network alongside Sigma Financial Corporation and Sigma Planning Corporation, serving registered investment advisors (RIAs) and independent financial advisors with clearing, compliance, and technology resources.
Differentiator
Problem solved
Functional benefit
Products and services
- Broker-Dealer Services Platform
- Investment Research and Portfolio Analysis Tools
Companies that use Parkland Securities
Customer profileSegments1 record
Ideal customer profiles1 record
Parkland Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Parkland Securities partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AxtellacoreParkland Securities is covered under the expanded enterprise partnership between YCharts and Axtella. This three-year relationship extension provides Parkland Securities with access to AI-enhanced workflows, portfolio analysis tools, and comprehensive investment research through YCharts' platform infrastructure. The partnership enables consistency across teams and office locations within Axtella's affiliated broker-dealer and RIA network.
- YChartscoreYCharts is the investment research and client engagement platform provider. Parkland Securities receives platform access through Axtella's enterprise agreement, providing AI-enhanced workflows, portfolio analysis tools, and comprehensive investment research with exclusive pricing to over 800 financial professionals.
Parkland Securities competitors and assessment
Company assessmentDirect peers
- Cetera Financial Group: Cetera is an independent broker-dealer network supporting thousands of financial advisors with practice management, research, and technology. Closely comparable in target market, business model, and distribution through affiliated advisor firms.
- Cambridge Investment Research: Cambridge is a major independent broker-dealer supporting a large network of financial advisors with research, technology, and compliance services. Directly comparable in business model, customer base (independent advisors/RIAs), and channel positioning.
- Sigma Planning Corporation: Sigma Planning Corporation is an affiliated RIA within the Axtella network, sharing operational and platform infrastructure with Parkland Securities. Comparable as a network affiliate serving the same advisor and client segments.
- Commonwealth Financial Network: Commonwealth is a privately held independent broker-dealer and RIA supporting financial advisors with custody, research, and practice management. Comparable in private ownership, advisor-focused model, and reliance on affiliated distribution.
- Advisor Group: Advisor Group is one of the largest independent broker-dealer and RIA support platforms, serving thousands of advisors. Highly comparable in channel (independent advisors/RIAs) and service offering (brokerage, research, technology).
- Sigma Financial Corporation: Sigma Financial Corporation is a sister broker-dealer within the Axtella affiliated network alongside Parkland Securities. Directly comparable in business model, customer base, and network affiliation structure.
Broad incumbents
- LPL Financial: LPL Financial is the largest independent broker-dealer in the US, serving financial advisors and RIAs with custody, clearing, and technology platforms. Highly comparable as a competitor in the same independent broker-dealer channel where Parkland operates, though at significantly greater scale.
- Raymond James Financial Services: Raymond James operates a sizable independent broker-dealer division serving financial advisors. Comparable in serving independent advisors via a broker-dealer platform with research and advisory tools, though backed by a much larger parent.
- Charles Schwab (Independent Advisor Services): Schwab's Institutional / Independent Advisor Services unit provides custody, trading, and technology to RIAs and independent advisors. Comparable as a service backbone for independent advisors, with vastly greater scale and broader product suite.
Emerging players
- Altruist: Altruist is a fast-growing digital custodian and technology platform built specifically for RIAs. Comparable as a tech-forward platform serving the same RIA customer base, representing an emerging threat and partial overlap in service offering.
Market position
Customer concentration
Parkland Securities social profiles
Digital presenceParkland Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Parkland Securities leadership team
Management profileNumber of profiles
Parkland Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Parkland Securities M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Parkland Securities
What does Parkland Securities do?
Parkland Securities, LLC is a FINRA-registered, SIPC-member broker-dealer firm that provides securities brokerage services and back-office support to affiliated financial professionals. The firm operates as part of the Axtella network alongside Sigma Financial Corporation and Sigma Planning Corporation, serving registered investment advisors (RIAs) and independent financial advisors with clearing, compliance, and technology resources.
Is Parkland Securities a public or private company?
Parkland Securities is a private company. It is classified as unknown and is currently operating.
When was Parkland Securities founded?
Parkland Securities was founded in 2002. It employs 501 to 1,000 people.
Where is Parkland Securities based?
Parkland Securities is headquartered in Ann Arbor, United States, in the North America region.
How does Parkland Securities make money?
One revenue line is on record: broker-Dealer Services.
Who are Parkland Securities's main competitors?
Direct peers on record are Cetera Financial Group, Cambridge Investment Research, Sigma Planning Corporation, Commonwealth Financial Network, Advisor Group and Sigma Financial Corporation. Broad incumbents are LPL Financial, Raymond James Financial Services and Charles Schwab (Independent Advisor Services). Altruist is listed as an emerging player.
Does Parkland Securities have an API?
No public API is recorded for Parkland Securities.