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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 Northbridge Financial Group, LLC (swap one in):+ Fortress Wealth Group $439.1M · Winter Park, FL+ Comprehensive Financial Planning, Inc. $434.1M · East Petersburg, PA+ Schorn Wealth $392.4M · Englewood, FL+ Miura Investment Advisors, Inc $391.8M · Miami, FL
Tampa, FL
Jupiter, FL
Stuart, FL
Assets under management$413.1M$438M$436.7M
Asset growth, last 2 years+97%+170%+44%
Advisory staff747
Individual clients48269238
Assets per client$857K$6.3M$1.8M
Clients per advisor691734
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since202020242012 or earlier
Tools in their stack32–
People on Advicer.bio958

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

ToolNorthbridge Financial Group, LLCCayside PartnersFogel Capital Management Inc
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Northbridge Financial Group, LLC: LPL Financial, Schwab · Cayside Partners: Fidelity, Northern Trust · Fogel Capital Management Inc: Schwab