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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 Mcn Investment Management Co. (swap one in):+ Mcmillan Capital Management, LLC $94.4M+ Tilton Asset Management $94.3M · Weston, MA+ Bane O'leary LLC $85.3M · Bloomington, MN+ Alongside Wealth Advisors, LLC $85.3M
Troy, MI
Dallas, TX
Assets under management$89.8M$94.3M$94.3M
Asset growth, last 2 years–−26%+166%
Advisory staff121
Individual clients65912
Assets per client$1.4M$10.5M$7.9M
Clients per advisor65512
Main custodian–Schwab–
Filing with the SEC since202620132012 or earlier
Tools in their stack–1–
People on Advicer.bio121

From each firm's latest Form ADV (Jan 2026, 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.

ToolMcn Investment Management Co.Saddock Wealth, LLCHansen Wealth Management
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Mcn Investment Management Co.: none listed · Saddock Wealth, LLC: Schwab · Hansen Wealth Management: none listed