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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+ Kroon & Mitchell Asset Management LLC $220.9M · Grand Rapids, MI+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD
New York, NY
Bradenton, FL
Assets under management$232.6M$244.6M$221M
Asset growth, last 2 years+55%+562%+68%
Advisory staff2264
Individual clients971,07184
Assets per client$2.4M$228K$2.6M
Clients per advisor494121
Main custodianSchwab–Schwab
Filing with the SEC since202420232023
Tools in their stack3–2
People on Advicer.bio2282

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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 InvestmentsPullen Investment Management
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Direct Financial Care: Schwab · Stirlingshire Investments: none listed · Pullen Investment Management: Schwab, Fiduciary Trust International