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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 Clearwell Group (swap one in):+ Fortress Wealth Group $439.1M · Winter Park, FL+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Schorn Wealth $392.4M · Englewood, FL+ Miura Investment Advisors, Inc $391.8M · Miami, FL
Tampa, FL
Jupiter, FL
Downers Grove, IL
Assets under management$413.5M$438M$392.8M
Asset growth, last 2 years+14%+170%+144%
Advisory staff643
Individual clients3769470
Assets per client$11.2M$6.3M$836K
Clients per advisor617157
Main custodianFidelityFidelity–
Filing with the SEC since202420242020
Tools in their stack–2–
People on Advicer.bio255

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

ToolClearwell GroupCayside PartnersBentley Financial Group
CRM
SS&C Black Diamond–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Clearwell Group: Fidelity, J.P. Morgan · Cayside Partners: Fidelity, Northern Trust · Bentley Financial Group: none listed