Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Patriot Advisory Group (swap one in):+ Keepsake Management Inc. $23.8M+ Jackson Wealth Inc $23.8M · Franklin, TN+ R1 Financial Group $21.5M · Dallas, TX+ Corrigit Capital Group $21.5M · Pasadena, CA
Portsmouth, NH
San Jose, CA
Lone Tree, CO
Assets under management$22.6M$23.8M$23.8M
Asset growth, last 2 years–––
Advisory staff113
Individual clients1162326
Assets per client$195K$1M$914K
Clients per advisor116239
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack1––
People on Advicer.bio114

From each firm's latest Form ADV (Oct 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolPatriot Advisory GroupAbundit WealthGbg Wealth Management LLC
Custodial Platform
Charles SchwabUses it––