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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):+ Meridiana $441.9M · Coral Gables, FL+ Cayside Partners $438M · Jupiter, FL+ Poinciana Advisors Group, LLC $396M · Palm Beach Gardens, FL+ Gunderson Capital Management $395.8M · Mount Pleasant, SC
Tallahassee, FL
Winter Park, FL
Englewood, FL
Assets under management$416.8M$439.1M$392.4M
Asset growth, last 2 years+27%+49%+60%
Advisory staff455
Individual clients36371712
Assets per client$11.6M$1.2M$551K
Clients per advisor974142
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320202019
Tools in their stack4–3
People on Advicer.bio465

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

ToolSeven Mile Advisory LLCFortress Wealth GroupSchorn Wealth
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)Uses it––
CRM
SS&C Black DiamondUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Seven Mile Advisory LLC: Schwab · Fortress Wealth Group: Fidelity · Schorn Wealth: Schwab