# Fortis Capital Advisors at a glance

URL: https://www.financialadvsr.com/firms/fortis-capital-advisors
Researched: 2026-10-10
Publisher: Financial ADVSR (https://www.financialadvsr.com)

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.

## Facts

- Headquarters: Prairie Village, Kan. (Kansas City area) [1]
- Founded: Registered with the SEC in 2020; fully operational in 2021 [2]
- Leadership: CEO Rob Hagg [3]
- 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]

## Size

- Regulatory AUM (Form ADV): about $1.6 billion (as of 2026) [5]
- Employees (Form ADV): 68 (as of 2026) [5]
- Assets under management (firm-reported milestone): more than $1 billion (as of 2025-07-24) [2]

## 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 support: 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. [7]
- Advisor team joining the RIA: 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. [8]

## 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]

Sources:
1. PR Newswire (Fortis Capital Advisors): Fortis Capital Advisors Continues National Growth with Addition of Kusner, Meyer & Berner, 2026-05-11 (https://www.prnewswire.com/news-releases/fortis-capital-advisors-continues-national-growth-with-addition-of-kusner-meyer--berner-302768431.html)
2. PR Newswire (Fortis Capital Advisors): Fortis Capital Advisors Named #2 Fastest-Growing RIA and a Top Firm for 2025 by Financial Advisor Magazine, 2025-07-24 (http://www.prnewswire.com/news-releases/fortis-capital-advisors-named-2-fastest-growing-ria-and-a-top-firm-for-2025-by-financial-advisor-magazine-302513320.html)
3. InvestmentNews: Fortis Capital Advisors acquires Chicago-based father-daughter firm, 2024-04 (https://www.investmentnews.com/ria-news/fortis-capital-advisors-acquires-chicago-based-father-daughter-firm/252024)
4. Family Wealth Report: Deals Of The Day: The Latest In Wealth Management M&A – Fortis, Next Horizon Advisors, 2022-04 (https://www.familywealthreport.com/printarticle.php?id=194253)
5. AdvisorSearch.org: Fortis Capital Advisors Review 2026, 2026 (https://advisorsearch.org/rias/fortis-capital-advisors-309709)
6. PR Newswire (Fortis Capital Advisors): Fortis Capital Advisors Announces Acquisition of ClearPath Financial, LLC, 2024-04-09 (https://www.prnewswire.com/news-releases/fortis-capital-advisors-announces-acquisition-of-clearpath-financial-llc-302112028.html)
7. Family Wealth Report: Deals Of The Day: The Latest In Wealth Management M&A – Fortis Capital Advisors, 2025-08-25 (https://www.familywealthreport.com/printarticle.php?id=205394)
8. AdvisorHub (Fortis Capital Advisors release): Fortis Capital Advisors Continues National Growth with Addition of Kusner, Meyer & Berner, 2026-05-11 (https://www.advisorhub.com/resources/fortis-capital-advisors-continues-national-growth-with-addition-of-kusner-meyer-berner/)
9. AdvisorHub (Fortis Capital Advisors release): Powerhouse Partnership: LRVS Advisory Group Joins Fortis Capital Advisors with over $450 Million AUM, 2025-02-03 (https://www.advisorhub.com/resources/powerhouse-partnership-lrvs-advisory-group-joins-fortis-capital-advisors-with-over-450-million-aum/)