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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 Schorn Wealth (swap one in):+ Strategic Asset Management Group Advisors $416.5M · Pompano Beach, FL+ Northbridge Financial Group, LLC $413.1M · Tampa, FL+ Callahan Wealth Advisory $372.2M+ Rpo LLC $372.1M · Stamford, CT
Englewood, FL
Tampa, FL
Baton Rouge, LA
Assets under management$392.4M$413.5M$372.5M
Asset growth, last 2 years+60%+14%+70%
Advisory staff565
Individual clients71237623
Assets per client$551K$11.2M$598K
Clients per advisor1426125
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201920242022
Tools in their stack3––
People on Advicer.bio527

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

ToolSchorn WealthClearwell GroupHibernia Wealth Partners, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Schorn Wealth: Schwab · Clearwell Group: Fidelity, J.P. Morgan · Hibernia Wealth Partners, LLC: LPL Financial, Schwab