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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):+ Swisspartners Advisors $891.8M · Zurich+ Southland Equity Partners, LLC. $891.5M+ Asio Capital LLC $805.1M · Lexington, KY+ Strathmore Capital Advisors $805M · Charlotte, NC
Beaverton, OR
Portland, OR
Assets under management$847.5M$903.5M$891.2M
Asset growth, last 2 years+50%+10%+54%
Advisory staff466
Individual clients2,183263613
Assets per client$388K$3.4M$1.5M
Clients per advisor54644102
Main custodianFidelitySchwabFidelity
Filing with the SEC since20192012 or earlier2024
Tools in their stack3–5
People on Advicer.bio565

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

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.Drucker Wealth
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Digital Marketing
AdvisorStream––Uses it
E-Signature
Adobe Sign––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Nbc Capital Advisors: Fidelity, Schwab · Mengis Capital Management, Inc.: Schwab · Drucker Wealth: Fidelity, Altruist, Pontera Solutions, Inc.