Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Mcj Capital Partners (swap one in):+ Growth Equity Management, Inc. $495K+ Investable $490K+ Global Investment Capital LLC $441K · West Hills, CA+ Sa Financial Solutions, LLC $438K · San Antonio, TX
Assets under management$465K$492K$495K
Asset growth, last 2 years––−98%
Advisory staff111
Individual clients–00
Assets per client–––
Clients per advisor–––
Main custodian–––
Filing with the SEC since202620252012 or earlier
Tools in their stack11–
People on Advicer.bio1–1

From each firm's latest Form ADV (Feb 2026, Sep 2025, May 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

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.

ToolMcj Capital PartnersSherwood Wealth ManagementBanner Investment Consultants
Website Builders
SquarespaceUses it––
Wix–Uses it–