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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+ Hibernia Wealth Partners, LLC $372.5M · Baton Rouge, LA+ Callahan Wealth Advisory $372.2M
Englewood, FL
Tampa, FL
Stamford, CT
Assets under management$392.4M$413.5M$372.1M
Asset growth, last 2 years+60%+14%+37%
Advisory staff564
Individual clients712376
Assets per client$551K$11.2M$62M
Clients per advisor14262
Main custodianSchwabFidelityGoldman Sachs
Filing with the SEC since201920242021
Tools in their stack3––
People on Advicer.bio52–

From each firm's latest Form ADV (Feb 2026, Apr 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 GroupRpo 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 · Rpo LLC: Goldman Sachs