Fortis Group Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westwood, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $822M in regulatory assets under management, 29 employees, 7 offices, and 5,234 accounts.
Assets Under Management
$822M
Employees
29
Offices
7 offices
Total Clients
2,604
Primary office
WESTWOOD, NJ
345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.2% of total clients.
Top client categories% of clientsClients
1
Individuals
91.2%
2,376
2
HNWI
7.3%
190
3
Pension Plans
0.5%
13
4
Charitable
0.5%
13
5
Corporations
0.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$822Mas of March 30, 2026
Discretionary97.3%
$800M
97% of total RAUM97.3%
Non-discretionary2.7%
$22M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$822M
Total Accounts5,234
10Y AUM Change+$822M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee90:1
10Y Employee Change+25 (+625.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.