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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):+ Clear Ridge Wealth Management, LLC $244.6M · Kalamazoo, MI+ 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
Baltimore, MD
Assets under management$232.6M$244.6M$220.9M
Asset growth, last 2 years+55%+562%+20%
Advisory staff22610
Individual clients971,071163
Assets per client$2.4M$228K$1.4M
Clients per advisor494116
Main custodianSchwab–Stifel
Filing with the SEC since202420232012 or earlier
Tools in their stack3––
People on Advicer.bio2285

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 InvestmentsEquitycompass Investment Management, LLC
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Direct Financial Care: Schwab · Stirlingshire Investments: none listed · Equitycompass Investment Management, LLC: Stifel