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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):+ Robinswood Financial $453.2M · Kirkland, WA+ Cross Island Advisors LLC $453M · Darien, CT+ Heffernan Advisory, Inc. $409.6M · Flagstaff, AZ+ Broadlake Financial Management $409.6M · South Burlington, VT
Knoxville, TN
State College, PA
Boca Raton, FL
Assets under management$431.2M$453M$452.7M
Asset growth, last 2 years+34%+33%+41%
Advisory staff483
Individual clients198267372
Assets per client$2.2M$1.7M$1.2M
Clients per advisor5033124
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack132
People on Advicer.bio384

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 AdvisorsImz Advisory Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Nbz Investment Advisors, LLC: Schwab · Mcclarren Financial Advisors: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Imz Advisory Inc.: Schwab, John Hancock Distributors LLC, Nationwide Investment Services Corporation, Fidelity