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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 Directional Advisors (swap one in):+ Core Partners $45.2M+ Pysnik Financial, LLC $45.2M · Pasadena, CA+ Strategic Investment Management $40.8M · Austin, TX+ Willkate Wealth Management, LLC $40.8M · Aberdeen, SD
Assets under management$43M$45.2M$45.2M
Asset growth, last 2 years–––
Advisory staff311
Individual clients906032
Assets per client$478K$753K$1.4M
Clients per advisor306032
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack116
People on Advicer.bio311

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

ToolDirectional AdvisorsIntuitive Wealth Management, LLC7 Saturdays Financial
Advisor Lead Gen
Fee-Only Network––Uses it
Wealthtender––Uses it
Client File Sharing
Dropbox––Uses it
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses itUses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Directional Advisors: Schwab, Stonecastle Securities, LLC, Interactive Brokers · Intuitive Wealth Management, LLC: none listed · 7 Saturdays Financial: none listed