Fortis Capital Advisors Achieves Recognition as Fastest-Growing RIA
Fortis Capital Advisors has been honored by Financial Advisor Magazine, securing the position of the second Fastest-Growing Registered Investment Advisor (RIA) in the United States, along with being named one of America's Top RIAs for the year 2025. This prestigious accolade not only highlights the firm’s impressive growth trajectory but also underscores its commitment to providing superior service to both independent advisors and their clients.
Roman Moldavsky, the CEO of Fortis Capital Advisors, expressed his pride in this achievement, stating, "This recognition reflects the dedication of the advisors who believed in our mission from the outset. We aspired to create a distinctive environment—a haven for advisors who are driven to excel while keeping clients as their top priority. I couldn’t be prouder of what we are building."
A Journey of Steady Growth
Since its full launch in 2021, Fortis has successfully managed to surpass $1 billion in assets under management (AUM) in a mere four years. The firm reached this significant milestone by deepening relationships with clients, fostering organic growth, and creating strategic partnerships that align with its core values.
Fortis Capital Advisors provides a strategic platform that allows advisors to scale their practice without sacrificing their independence. This commitment ensures that clients receive exceptional service from a team that is collaborative and experienced, focusing on long-term financial wellness.
Differentiating Factors at Fortis
Client-Centric, Collaborative Environment
The firm's culture is grounded in a client-first approach, which is reinforced by a collaborative team that possesses estate and tax expertise along with over a century of combined leadership experience. This environment guarantees personalized planning that caters to each client’s unique needs.
Hybrid Delivery Model
Fortis merges high-touch services with cutting-edge technology, enabling advisors to offer tailored solutions that grow as clients progress through different stages of financial planning. This blend of attentiveness and advanced capabilities is a hallmark of the Fortis experience.
Purpose-Driven Growth Strategy
Under the direction of Emilio Rivera, Fortis has honed its M&A strategy to prioritize purposeful partnerships that truly benefit both advisors and clients, rather than pursuing mere transactional growth.
Rob Hagg, Chief Growth Officer, commented, "This achievement highlights not just our numerical growth, but the quality of advisors and clients who are choosing to join Fortis. We are attracting professionals who are genuinely invested in delivering excellence, and we provide them with the necessary tools to do so successfully."
About Fortis Capital Advisors
Fortis Capital Advisors offers a holistic platform to financial advisors, providing them with the essential tools and resources to effectively grow their practices. With a collective experience of over 100 years, Fortis is committed to helping clients reach their financial aspirations through customized asset management solutions.
Advisors can feel confident knowing that Fortis Capital Advisors, located at 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208, is a registered investment adviser with the Securities and Exchange Commission (SEC). For further details and information about their services, you can visit
www.adviserinfo.sec.gov.