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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 Wealth Group (swap one in):+ Adirondack Financial Services Corp $461.8M · Utica, NY+ Gainplan LLC $461.6M · Bloomfield Hills, MI+ Strategic Asset Management Group Advisors $416.5M · Pompano Beach, FL+ Clearwell Group $413.5M · Tampa, FL
Winter Park, FL
Zürich
Tallahassee, FL
Assets under management$439.1M$461.6M$416.8M
Asset growth, last 2 years+49%+43%+27%
Advisory staff584
Individual clients37117636
Assets per client$1.2M$2.6M$11.6M
Clients per advisor74229
Main custodianFidelityReyl & Cie. S.a.Schwab
Filing with the SEC since20202012 or earlier2023
Tools in their stack––4
People on Advicer.bio614

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

ToolFortress Wealth GroupReyl Overseas LTD.Seven Mile Advisory LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Fortress Wealth Group: Fidelity · Reyl Overseas LTD.: Reyl & Cie. S.a., Pictet · Seven Mile Advisory LLC: Schwab