Fortis Capital Advisors: A Leader in Growth and Client Service
Fortis Capital Advisors Achieves National Recognition
Fortis Capital Advisors has recently earned the prestigious title of the #2 Fastest-Growing Registered Investment Advisor (RIA) in the U.S. as recognized by Financial Advisor Magazine. This accolade highlights the firm's dedication to empowering independent financial advisors while prioritizing exceptional client outcomes through an innovative and client-first planning experience.
CEO Roman Moldavsky expressed his pride in this achievement, stating, "This honor is a reflection of the advisors who believed in our mission from day one. We set out to build something different—a home for growth-minded advisors who want the freedom to thrive while putting clients first. I couldn't be prouder of what we're building." This statement resonates deeply with the values and mission of Fortis Capital Advisors, emphasizing a community built on trust and mutual growth.
Remarkable Growth Journey
Since becoming operational in 2021, Fortis Capital Advisors has rapidly advanced, surpassing $1 billion in assets under management (AUM) within just four years. This impressive milestone was achieved through deepening client relationships, organic growth, and forming strategic partnerships aligned with the company's core values.
The growth platform Fortis offers is designed for advisors who seek independence while providing clients access to a collaborative and experienced team dedicated to their long-term financial success. This dual focus on advisor empowerment and client service differentiates Fortis in the competitive landscape of investment services.
What Sets Fortis Apart
Collaborative Culture
The client-first, collaborative culture at Fortis ensures that clients benefit from a team-based approach, supported by robust estate and tax expertise. With over 100 years of cumulative leadership experience, the firm guarantees personalized and thoughtful planning tailored to each client's unique circumstances.
High-Tech, High-Touch Service
Fortis seamlessly blends boutique-style service with advanced technology, allowing advisors to offer scalable and customized solutions at every stage of the client journey. This high-touch, high-tech delivery model reflects the firm’s commitment to enhancing client experiences while maintaining advisor independence and satisfaction.
Strategic Growth Initiatives
Under the leadership of Emilio Rivera, the firm's mergers and acquisitions strategy emphasizes intentional partnerships that enhance value for both advisors and clients. This approach focuses on meaningful collaborations rather than mere transactional roll-ups, reinforcing the commitment to maintaining high standards of service and excellence.
Rob Hagg, Chief Growth Officer at Fortis, noted, "This recognition underscores the momentum we're building—not just in numbers, but in the caliber of advisors and clients who are choosing Fortis. We're attracting professionals who are serious about growth and delivering excellence—and we're giving them the platform to do just that." This sentiment encapsulates the spirit of innovation and excellence that Fortis embodies.
About Fortis Capital Advisors
Fortis Capital Advisors provides financial advisors with a comprehensive platform equipped with the tools and resources necessary for practice growth. With a team backed by over a century of combined experience, Fortis delivers tailored asset management solutions designed to help clients achieve their financial objectives.
As an investment adviser registered with the Securities and Exchange Commission (SEC), Fortis Capital Advisors operates from its headquarters and offers a range of investment advice and insurance products through its affiliate, Fortis Brokerage Services, Inc. The firm’s commitment is to provide clients with not just financial services, but a reliable partnership in their financial journey.
Frequently Asked Questions
What recognition has Fortis Capital Advisors received?
Fortis Capital Advisors has been named the #2 Fastest-Growing RIA in the U.S. and one of America’s Top RIAs for the year 2025 by Financial Advisor Magazine.
When did Fortis Capital Advisors start operations?
Fortis Capital Advisors became fully operational in 2021 and has quickly grown to surpass $1 billion in assets under management.
What is the firm's growth strategy?
The firm's growth strategy includes forming intentional partnerships and enhancing client experiences, focusing on value rather than transactional growth.
What services does Fortis Capital Advisors offer?
Fortis Capital Advisors offers financial advisory services, investment management, and insurance products aimed at helping clients meet their financial goals.
What makes Fortis Capital Advisors unique?
Fortis is distinguished by its client-first culture, high-touch service delivery, and a collaborative team environment that prioritizes both advisor independence and client needs.
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