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.

Montebello Avenue
North Scottsdale Wealth Advisors, LLC
Mckeel Capital Management

	Montebello Avenue Phoenix, AZ	North Scottsdale Wealth Advisors, LLC Scottsdale, AZ	Mckeel Capital Management Flower Mound, TX
Assets under management	$60M	$63.1M	$63M
Asset growth, last 2 years	–	+36%	+91%
Advisory staff	1	1	1
Individual clients	40	59	35
Assets per client	$1.5M	$1.1M	$1.8M
Clients per advisor	40	59	35
Main custodian	–	–	–
Filing with the SEC since	2026	2016	2012 or earlier
Tools in their stack	8	–	–
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Jun 2026, Feb 2026, Sep 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.