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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 Seven Mile Advisory LLC (swap one in):+ Cayside Partners $438M · Jupiter, FL+ Access Financial Services, Inc. $437.8M · Minneapolis, MN+ Poinciana Advisors Group, LLC $396M · Palm Beach Gardens, FL+ Schorn Wealth $392.4M · Englewood, FL
Tallahassee, FL
Winter Park, FL
Coral Gables, FL
Assets under management$416.8M$439.1M$441.9M
Asset growth, last 2 years+27%+49%+18%
Advisory staff453
Individual clients363717
Assets per client$11.6M$1.2M$63.1M
Clients per advisor9742
Main custodianSchwabFidelityJ.P. Morgan
Filing with the SEC since202320202019
Tools in their stack4––
People on Advicer.bio462

From each firm's latest Form ADV (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.

ToolSeven Mile Advisory LLCFortress Wealth GroupMeridiana
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Seven Mile Advisory LLC: Schwab · Fortress Wealth Group: Fidelity · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley