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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 Nbz Investment Advisors, LLC (swap one in):+ Cross Island Advisors LLC $453M · Darien, CT+ Imz Advisory Inc. $452.7M · Boca Raton, FL+ Heffernan Advisory, Inc. $409.6M · Flagstaff, AZ+ Hilton Head Capital Partners, LLC $409.5M · Hilton Head Island, SC
Knoxville, TN
State College, PA
South Burlington, VT
Assets under management$431.2M$453M$409.6M
Asset growth, last 2 years+34%+33%+27%
Advisory staff484
Individual clients198267451
Assets per client$2.2M$1.7M$908K
Clients per advisor5033113
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack13–
People on Advicer.bio384

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

ToolNbz Investment Advisors, LLCMcclarren Financial AdvisorsBroadlake Financial Management
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Nbz Investment Advisors, LLC: Schwab · Mcclarren Financial Advisors: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Broadlake Financial Management: Fidelity, Schwab