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 Old Port Advisors (swap one in):+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Flc Capital Advisors $822.2M · Palm Desert, CA+ Interchange Capital Partners $743.6M · Pittsburgh, PA+ Sensible Money, LLC $742.5M · Scottsdale, AZ
Portland, ME
Virginia Beach, VA
Saratoga Spring, NY
Assets under management$782.8M$822.2M$825.5M
Asset growth, last 2 years+12%+39%+127%
Advisory staff1066
Individual clients816431525
Assets per client$959K$1.9M$1.6M
Clients per advisor827288
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–31
People on Advicer.bio1161

From each firm's latest Form ADV (Aug 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.

ToolOld Port AdvisorsGratus Wealth Advisors LLCKershner, Grosso & Co.
Custodial Platform
Charles Schwab–Uses itUses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Old Port Advisors: Schwab · Gratus Wealth Advisors LLC: Schwab · Kershner, Grosso & Co.: Schwab