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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 Financial Services (swap one in):+ Palos Management Inc. $12.1M · Montreal, Quebec+ Capital Wealth Management $12M · Tewksbury, MA+ Arca Archa, LLC $10.9M+ C Financial and Tax Associates $10.9M · Riverside, CA
Seattle, WA
Miami Beach, FL
Lake Mary, FL
Assets under management$11.5M$12M$12M
Asset growth, last 2 years+23%––
Advisory staff311
Individual clients341230
Assets per client$337K$1M$401K
Clients per advisor111230
Main custodianSchwab––
Filing with the SEC since201420262026
Tools in their stack2––
People on Advicer.bio4–1

From each firm's latest Form ADV (Mar 2026, Jan 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 Financial ServicesExpat Financial SolutionsHaysley Financial Services, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Directional Financial Services: Schwab · Expat Financial Solutions: none listed · Haysley Financial Services, Inc.: none listed