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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 Mcmahon Capital Management (swap one in):+ Hibernia Strategies Inc. $2.3M · West Chester, PA+ Van Hubly Investments LLC $2.3M+ Montlake Capital Management, LLC $2.1M+ Investgro LLC $2.1M · Brentwood, TN
Boston, MA
Assets under management$2.2M$2.3M$2.1M
Asset growth, last 2 years–+284%–
Advisory staff121
Individual clients33,92411
Assets per client$733K$588.9118246687054$190K
Clients per advisor31,96211
Main custodian–Apex Clearing–
Filing with the SEC since202620212026
Tools in their stack–2–
People on Advicer.bio1–1

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.

ToolMcmahon Capital ManagementStackwell1up Financial Advisors LLC
Digital Marketing
Mailchimp–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mcmahon Capital Management: none listed · Stackwell: Apex Clearing · 1up Financial Advisors LLC: none listed