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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 Patten and Patten, Inc. (swap one in):+ Magnus Financial Group LLC $2.33B · New York, NY+ Capita Financial Network, LLC $2.32B · Draper, UT+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA+ Capwealth Advisors, LLC $2.03B · Franklin, TN
Chattanooga, TN
Chattanooga, TN
New York, NY
Assets under management$2.21B$2.42B$2.1B
Asset growth, last 2 years+27%+151%+80%
Advisory staff329
Individual clients84117,092888
Assets per client$2.6M$142K$2.4M
Clients per advisor2808,54699
Main custodianSchwab–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–2–
People on Advicer.bio3212

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolPatten and Patten, Inc.Future CapitalAmeraudi Asset Management, Inc.
CRM
HubSpot–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Patten and Patten, Inc.: Schwab · Future Capital: none listed · Ameraudi Asset Management, Inc.: Pershing, Stonex Financial Inc., Schwab, Fidelity, Interactive Brokers