Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Broadlake Financial Management $409.6M · South Burlington, VT+ Hilton Head Capital Partners, LLC $409.5M · Hilton Head Island, SC
Knoxville, TN
State College, PA
Flagstaff, AZ
Assets under management$431.2M$453M$409.6M
Asset growth, last 2 years+34%+33%+39%
Advisory staff485
Individual clients198267347
Assets per client$2.2M$1.7M$1.2M
Clients per advisor503369
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack136
People on Advicer.bio388

From each firm's latest Form ADV (Mar 2026, Apr 2026, Aug 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 AdvisorsHeffernan Advisory, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)––Uses it
CRM
Envestnet TamaracUses it––
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Nbz Investment Advisors, LLC: Schwab · Mcclarren Financial Advisors: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Heffernan Advisory, Inc.: Schwab