Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Canton Hathaway LLC $866.1M · Providence, RI+ Seabridge Investment Advisors LLC $771.2M · Summit, NJ+ Hennion & Walsh Asset Management, Inc. $768.8M · Parsippany, NJ
Westwood, NJ
Athens, GA
Assets under management$822.4M$865.6M$864.9M
Asset growth, last 2 years+5%−52%+24%
Advisory staff2457
Individual clients2,56662933
Assets per client$320K$14M$927K
Clients per advisor10712133
Main custodianSchwabPershingRaymond James
Filing with the SEC since201720222012 or earlier
Tools in their stack–1–
People on Advicer.bio2537

From each firm's latest Form ADV (Oct 2026, Aug 2026, Apr 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 OfficeCarson Advisory Group
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Fortis Group Advisors LLC: Schwab, LPL Financial · Hampshire Family Office: Pershing · Carson Advisory Group: Raymond James