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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+ Gbg Wealth Management LLC $23.8M · Lone Tree, CO+ R1 Financial Group $21.5M · Dallas, TX+ Corrigit Capital Group $21.5M · Pasadena, CA
Portsmouth, NH
San Jose, CA
Franklin, TN
Assets under management$22.6M$23.8M$23.8M
Asset growth, last 2 years–––
Advisory staff112
Individual clients11623121
Assets per client$195K$1M$196K
Clients per advisor1162361
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1––
People on Advicer.bio112

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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 WealthJackson Wealth Inc
Custodial Platform
Charles SchwabUses it––