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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 Nbc Capital Advisors (swap one in):+ Southland Equity Partners, LLC. $891.5M+ Drucker Wealth $891.2M+ Strathmore Capital Advisors $805M · Charlotte, NC+ Copper Harbor Investment Advisors, LLC $805M · Appleton, WI
Beaverton, OR
Portland, OR
Lexington, KY
Assets under management$847.5M$903.5M$805.1M
Asset growth, last 2 years+50%+10%+61%
Advisory staff466
Individual clients2,183263280
Assets per client$388K$3.4M$2.9M
Clients per advisor5464447
Main custodianFidelitySchwabSchwab
Filing with the SEC since20192012 or earlier2018
Tools in their stack3–2
People on Advicer.bio566

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

ToolNbc Capital AdvisorsMengis Capital Management, Inc.Asio Capital LLC
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Nbc Capital Advisors: Fidelity, Schwab · Mengis Capital Management, Inc.: Schwab · Asio Capital LLC: Schwab