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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 Strategic Asset Management Group Advisors (swap one in):+ Cayside Partners $438M · Jupiter, FL+ The Lloyd Advisory Group $437.6M · Suwanee, GA+ Mann Financial Group $395.5M · Detroit Lakes, MN+ Schorn Wealth $392.4M · Englewood, FL
Pompano Beach, FL
Winter Park, FL
Coral Gables, FL
Assets under management$416.5M$439.1M$441.9M
Asset growth, last 2 years+15%+49%+18%
Advisory staff353
Individual clients1243717
Assets per client$3.4M$1.2M$63.1M
Clients per advisor41742
Main custodianPershingFidelityJ.P. Morgan
Filing with the SEC since2012 or earlier20202019
Tools in their stack–––
People on Advicer.bio362

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Strategic Asset Management Group Advisors: Pershing · Fortress Wealth Group: Fidelity · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley