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Fortis Capital Advisors

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Fortis Capital Advisors at a glance

Researched Oct 2026

Fortis Capital Advisors is an SEC-registered investment adviser based in Prairie Village, Kan., in the Kansas City area, that has grown by adding advisor teams and buying smaller RIAs across the country. The firm said in July 2025 it had passed $1 billion in assets within four years of becoming fully operational in 2021, and Financial Advisor magazine ranked it the No. 2 fastest-growing RIA in its 2025 survey, per the firm.

Regulatory AUM (Form ADV)
about $1.6 billion5
As of 2026
Employees (Form ADV)
685
As of 2026
Assets under management (firm-reported milestone)
more than $1 billion2
As of Jul 2025
Headquarters
Prairie Village, Kan. (Kansas City area)1
Founded
Registered with the SEC in 2020; fully operational in 20212
Leadership
CEO Rob Hagg3
Recent deals
Next Horizon Advisors (Princeton, N.J., April 2022); ClearPath Financial (Chicago area, April 2024); LRVS Advisory Group (merger, February 2025); Risemint (partnership, August 2025)4

How advisors affiliate

  • Sold practice that joins the firm (acquisition)Fortis buys independent RIAs whose founders stay on, as with ClearPath Financial, where Stan and Jessica Nieminski kept running the business after the 2024 deal.6
  • Merger or partnership with back-office supportSmaller firms can combine with Fortis and hand off administration; in the 2025 Risemint deal, Fortis took on back-office work so the founder could focus on portfolios and clients.7
  • Advisor team joining the RIAAdvisor teams join Fortis directly and keep serving their local clients on its platform, as Kusner, Meyer & Berner of Michigan and northwest Ohio did in May 2026.8

How advisors are paid

No firm-specific figures have been published that we could verify.

Joining: deals and equity

  • Fortis described its April 2022 purchase of Princeton, N.J.-based Next Horizon Advisors as a $200 million transaction, according to Family Wealth Report.4
  • LRVS Advisory Group, with more than $450 million in assets, merged into Fortis in February 2025, according to the firm's release carried by AdvisorHub.9

Figures are as reported by the sources below and change over time. Payout and deal figures are general ranges, not offers.

  1. Fortis Capital Advisors Continues National Growth with Addition of Kusner, Meyer & Berner PR Newswire (Fortis Capital Advisors), May 2026
  2. Fortis Capital Advisors Named #2 Fastest-Growing RIA and a Top Firm for 2025 by Financial Advisor Magazine PR Newswire (Fortis Capital Advisors), Jul 2025
  3. Fortis Capital Advisors acquires Chicago-based father-daughter firm InvestmentNews, Apr 2024
  4. Deals Of The Day: The Latest In Wealth Management M&A – Fortis, Next Horizon Advisors Family Wealth Report, Apr 2022
  5. Fortis Capital Advisors Review 2026 AdvisorSearch.org, 2026
  6. Fortis Capital Advisors Announces Acquisition of ClearPath Financial, LLC PR Newswire (Fortis Capital Advisors), Apr 2024
  7. Deals Of The Day: The Latest In Wealth Management M&A – Fortis Capital Advisors Family Wealth Report, Aug 2025
  8. Fortis Capital Advisors Continues National Growth with Addition of Kusner, Meyer & Berner AdvisorHub (Fortis Capital Advisors release), May 2026
  9. Powerhouse Partnership: LRVS Advisory Group Joins Fortis Capital Advisors with over $450 Million AUM AdvisorHub (Fortis Capital Advisors release), Feb 2025

Fortis Capital Advisors on the wire

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Fortis Capital Advisors: questions

What kind of firm is Fortis Capital Advisors?

Fortis Capital Advisors is an SEC-registered investment adviser based in Prairie Village, Kan., in the Kansas City area, that has grown by adding advisor teams and buying smaller RIAs across the country. The firm said in July 2025 it had passed $1 billion in assets within four years of becoming fully operational in 2021, and Financial Advisor magazine ranked it the No. 2 fastest-growing RIA in its 2025 survey, per the firm.

How big is Fortis Capital Advisors?

Regulatory AUM (Form ADV): about $1.6 billion as of 2026, according to AdvisorSearch.org. Employees (Form ADV): 68 as of 2026, according to AdvisorSearch.org. Assets under management (firm-reported milestone): more than $1 billion as of July 2025, according to PR Newswire (Fortis Capital Advisors).

How can an advisor affiliate with Fortis Capital Advisors?

Fortis Capital Advisors offers sold practice that joins the firm (acquisition), merger or partnership with back-office support and advisor team joining the ria. Fortis buys independent RIAs whose founders stay on, as with ClearPath Financial, where Stan and Jessica Nieminski kept running the business after the 2024 deal. Smaller firms can combine with Fortis and hand off administration; in the 2025 Risemint deal, Fortis took on back-office work so the founder could focus on portfolios and clients. Advisor teams join Fortis directly and keep serving their local clients on its platform, as Kusner, Meyer & Berner of Michigan and northwest Ohio did in May 2026.

How do advisors and firms join Fortis Capital Advisors?

Fortis described its April 2022 purchase of Princeton, N.J.-based Next Horizon Advisors as a $200 million transaction, according to Family Wealth Report. LRVS Advisory Group, with more than $450 million in assets, merged into Fortis in February 2025, according to the firm's release carried by AdvisorHub. Terms vary by firm and change over time.