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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 Direct Financial Care (swap one in):+ 994 Group $244.7M · Austin, TX+ Boyce & Associates Wealth Consulting, Inc. $244.6M · Cedar Park, TX+ Pullen Investment Management $221M · Bradenton, FL+ Kroon & Mitchell Asset Management LLC $220.9M · Grand Rapids, MI
New York, NY
Kalamazoo, MI
Assets under management$232.6M$244.6M$244.6M
Asset growth, last 2 years+55%+562%+34%
Advisory staff2263
Individual clients971,071131
Assets per client$2.4M$228K$1.9M
Clients per advisor494144
Main custodianSchwab–Schwab
Filing with the SEC since202420232021
Tools in their stack3–3
People on Advicer.bio2283

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolDirect Financial CareStirlingshire InvestmentsClear Ridge Wealth Management, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Direct Financial Care: Schwab · Stirlingshire Investments: none listed · Clear Ridge Wealth Management, LLC: Schwab, Fidelity