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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 Mcm Wealth (swap one in):+ Lewis Capital Management $180.2M · Beverly Hills, CA+ Palm Wealth Partners $179.3M · Boca Raton, FL+ Fell Capital Management $161.8M · Newport Beach, CA+ Blom & Howell Financial Planning, Inc. $161.5M · Modesto, CA
Novato, CA
Pasadena, CA
San Diego, CA
Assets under management$170.8M$180M$179.7M
Asset growth, last 2 years+28%––
Advisory staff622
Individual clients8337288
Assets per client$2.1M$4.9M$624K
Clients per advisor1419144
Main custodianPacific Premier Trust CompanyFidelityLPL Financial
Filing with the SEC since202120242024
Tools in their stack–11
People on Advicer.bio622

From each firm's latest Form ADV (Aug 2026, Mar 2026, Apr 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.

ToolMcm WealthHall Capital, LLCStirling Financial Group
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mcm Wealth: Pacific Premier Trust Company, Interactive Brokers, Axos Clearing · Hall Capital, LLC: Fidelity · Stirling Financial Group: LPL Financial