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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 Securities LLC (swap one in):+ James A. Colley, Inc. $31.9M · Lake Placid, FL+ Firstline Financial LLC $31.8M · Gilbert, AZ+ Meeks Capital LLC $28.6M · Winter Park, FL+ Vsi Securities, Inc. $28.5M · Miami, FL
Jupiter, FL
Land O' Lakes, FL
Cambridge, NY
Assets under management$30.3M$32M$31.8M
Asset growth, last 2 years––+14%
Advisory staff121
Individual clients4717226
Assets per client$645K$186K$1.2M
Clients per advisor478626
Main custodian––Schwab
Filing with the SEC since202620252021
Tools in their stack––2
People on Advicer.bio1–1

From each firm's latest Form ADV (Jan 2026, Mar 2025, Apr 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 Securities LLCPurepath Wealth ManagementCambridge Wealth Management, LLC
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Patriot Securities LLC: none listed · Purepath Wealth Management: none listed · Cambridge Wealth Management, LLC: Schwab