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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):+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Carmel Capital Partners, LLC $434.3M · San Diego, CA+ Schorn Wealth $392.4M · Englewood, FL+ Miura Investment Advisors, Inc $391.8M · Miami, FL
Tampa, FL
Jupiter, FL
Winter Park, FL
Assets under management$413.5M$438M$439.1M
Asset growth, last 2 years+14%+170%+49%
Advisory staff645
Individual clients3769371
Assets per client$11.2M$6.3M$1.2M
Clients per advisor61774
Main custodianFidelityFidelityFidelity
Filing with the SEC since202420242020
Tools in their stack–2–
People on Advicer.bio256

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

ToolClearwell GroupCayside PartnersFortress Wealth 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 · Fortress Wealth Group: Fidelity