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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 Fortify Financial Group, LLC (swap one in):+ New Era Advisory $17.6M · Orlando, FL+ Valuepoint Partners, Inc. $17.6M+ Reatherford Wealth Management LLC $15.9M · Peoria, IL+ Cottonwood Asset Management LLC $15.9M · Salt Lake City, UT
Fargo, ND
Lake Oswego, OR
Assets under management$16.8M$17.6M$15.9M
Asset growth, last 2 years–––
Advisory staff111
Individual clients7910640
Assets per client$212K$166K$398K
Clients per advisor7910640
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack69–
People on Advicer.bio–11

From each firm's latest Form ADV (Apr 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.

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.

ToolFortify Financial Group, LLCSaubel Financial GroupBoz & Company LLC
Custodial Platform
Altruist–Uses it–
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Client Texting
CurrentClient–Uses it–
Communications Archiving/Monitoring
MirrorWeb–Uses it–
CRM
Wealthbox–Uses it–
Digital Marketing
FMG (FMG Suite)–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
WebflowUses it––