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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 Fortress Financial Group, LLC (swap one in):+ Rebel Financial, LLC $370.5M · Groveport, OH+ Catalyst Private Wealth, LLC $370.4M · San Mateo, CA+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ Gen Financial Management Inc. $331.8M · Plymouth, MN
Rochester, MN
Maple Grove, MN
Long Beach, CA
Assets under management$352.3M$373.9M$370.2M
Asset growth, last 2 years+40%+57%+23%
Advisory staff733
Individual clients330663409
Assets per client$1.1M$564K$905K
Clients per advisor47221136
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120232022
Tools in their stack4––
People on Advicer.bio845

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

ToolFortress Financial Group, LLCDorval & Chorne Financial AdvisorsWealthspring
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Schedule Apps
GRemindersUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fortress Financial Group, LLC: Fidelity · Dorval & Chorne Financial Advisors: Schwab · Wealthspring: Fidelity