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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 Fortis Group Advisors LLC (swap one in):+ Wellfull $866.4M · Harleysville, PA+ Carson Advisory Group $864.9M · Athens, GA+ Seabridge Investment Advisors LLC $771.2M · Summit, NJ+ Hennion & Walsh Asset Management, Inc. $768.8M · Parsippany, NJ
Westwood, NJ
Providence, RI
Assets under management$822.4M$865.6M$866.1M
Asset growth, last 2 years+5%−52%+41%
Advisory staff2455
Individual clients2,5666284
Assets per client$320K$14M$10.3M
Clients per advisor1071217
Main custodianSchwabPershingFidelity
Filing with the SEC since201720222018
Tools in their stack–1–
People on Advicer.bio2535

From each firm's latest Form ADV (Oct 2026, Aug 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.

ToolFortis Group Advisors LLCHampshire Family OfficeCanton Hathaway LLC
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Fortis Group Advisors LLC: Schwab, LPL Financial · Hampshire Family Office: Pershing · Canton Hathaway LLC: Fidelity