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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+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Family Wealth Partners, LLC $392.4M · Matthews, NC+ Miura Investment Advisors, Inc $391.8M · Miami, FL
Tampa, FL
Jupiter, FL
Englewood, FL
Assets under management$413.1M$438M$392.4M
Asset growth, last 2 years+97%+170%+60%
Advisory staff745
Individual clients48269712
Assets per client$857K$6.3M$551K
Clients per advisor6917142
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since202020242019
Tools in their stack323
People on Advicer.bio955

From each firm's latest Form ADV (Jul 2026, Sep 2026, Feb 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 PartnersSchorn Wealth
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Website Builders
Squarespace–Uses it–
Wix––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Northbridge Financial Group, LLC: LPL Financial, Schwab · Cayside Partners: Fidelity, Northern Trust · Schorn Wealth: Schwab