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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 Mcmahan Capital Management (swap one in):+ Taylor Capital Management $142.9M+ Stone Wealth Partners LLC $142.9M · Lafayette, LA+ Ralicki Wealth Management & Trust Services $129M · Stuart, FL+ Gordon Asset Management LLC $128.9M · West Palm Beach, FL
Carmel, IN
South Bend, IN
Pasadena, CA
Assets under management$135.9M$143.9M$142.9M
Asset growth, last 2 years+144%+33%–
Advisory staff221
Individual clients4385104
Assets per client$3.2M$1.7M$1.4M
Clients per advisor2243104
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack21–
People on Advicer.bio22–

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.

ToolMcmahan Capital ManagementKestrel Wealth Management, LLCAppian Way Financial
Client File Sharing
ShareFileUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Mcmahan Capital Management: none listed · Kestrel Wealth Management, LLC: Fidelity · Appian Way Financial: Schwab