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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 Patron Partners, LLC (swap one in):+ Crescent Advisor Group, Inc. $344.4M · Plano, TX+ M3 Advisory Group, LLC $342M+ Aim Capital $309.3M · Scottsdale, AZ+ Milestone Asset Management Group, LLC $309M · Avon, CT
Houston, TX
Houston, TX
Minden, LA
Assets under management$325.7M$344.8M$308.9M
Asset growth, last 2 years+9%+30%+41%
Advisory staff255
Individual clients159205597
Assets per client$2M$1.7M$517K
Clients per advisor8041119
Main custodianSchwabSchwabSEI
Filing with the SEC since202020192020
Tools in their stack2–2
People on Advicer.bio255

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

ToolPatron Partners, LLCRhp Wealth ManagementMeriwether Wealth & Planning, LLC
Custodial Platform
SEI––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
GReminders––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Patron Partners, LLC: Schwab · Rhp Wealth Management: Schwab · Meriwether Wealth & Planning, LLC: SEI