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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+ Asio Capital LLC $805.1M · Lexington, KY+ Strathmore Capital Advisors $805M · Charlotte, NC
Beaverton, OR
Portland, OR
Zurich
Assets under management$847.5M$903.5M$891.8M
Asset growth, last 2 years+50%+10%+78%
Advisory staff463
Individual clients2,18326373
Assets per client$388K$3.4M$12.2M
Clients per advisor5464424
Main custodianFidelitySchwabBank Julius Baer & Co. LTD.
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio56–

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.Swisspartners Advisors
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Nbc Capital Advisors: Fidelity, Schwab · Mengis Capital Management, Inc.: Schwab · Swisspartners Advisors: Bank Julius Baer & Co. LTD., Banque Pictet & Cie Sa, Pershing, Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers