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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):+ Capital Wealth Management $12M · Tewksbury, MA+ Haysley Financial Services, Inc. $12M · Lake Mary, FL+ Arca Archa, LLC $10.9M+ C Financial and Tax Associates $10.9M · Riverside, CA
Seattle, WA
Miami Beach, FL
Montreal, Quebec
Assets under management$11.5M$12M$12.1M
Asset growth, last 2 years+23%–−92%
Advisory staff313
Individual clients34128
Assets per client$337K$1M$1.5M
Clients per advisor11123
Main custodianSchwab–National Bank Independent Network
Filing with the SEC since201420262019
Tools in their stack2––
People on Advicer.bio4––

From each firm's latest Form ADV (Mar 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 SolutionsPalos Management Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Directional Financial Services: Schwab · Expat Financial Solutions: none listed · Palos Management Inc.: National Bank Independent Network