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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):+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL+ Strategic Asset Management Group Advisors $416.5M · Pompano Beach, FL+ Hibernia Wealth Partners, LLC $372.5M · Baton Rouge, LA+ Callahan Wealth Advisory $372.2M
Englewood, FL
Tampa, FL
Tampa, FL
Assets under management$392.4M$413.5M$413.1M
Asset growth, last 2 years+60%+14%+97%
Advisory staff567
Individual clients71237482
Assets per client$551K$11.2M$857K
Clients per advisor142669
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201920242020
Tools in their stack3–3
People on Advicer.bio529

From each firm's latest Form ADV (Feb 2026, Apr 2026, Jul 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 GroupNorthbridge Financial Group, LLC
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
Orion––Uses it
Website Builders
WixUses it––

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