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 Patron Partners, LLC (swap one in):+ Crescent Advisor Group, Inc. $344.4M · Plano, TX+ M3 Advisory Group, LLC $342M+ Milestone Asset Management Group, LLC $309M · Avon, CT+ Meriwether Wealth & Planning, LLC $308.9M · Minden, LA
Houston, TX
Houston, TX
Scottsdale, AZ
Assets under management$325.7M$344.8M$309.3M
Asset growth, last 2 years+9%+30%+37%
Advisory staff252
Individual clients159205236
Assets per client$2M$1.7M$1.3M
Clients per advisor8041118
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202020192012 or earlier
Tools in their stack2––
People on Advicer.bio252

From each firm's latest Form ADV (Apr 2026, Jun 2026, Feb 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.

ToolPatron Partners, LLCRhp Wealth ManagementAim Capital
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Patron Partners, LLC: Schwab · Rhp Wealth Management: Schwab · Aim Capital: LPL Financial