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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):+ American Century Investments Private Client Group, Inc. $2.33B · Kansas City, MO+ Magnus Financial Group LLC $2.33B · New York, NY+ Ameraudi Asset Management, Inc. $2.1B · New York, NY+ Capwealth Advisors, LLC $2.03B · Franklin, TN
Chattanooga, TN
Chattanooga, TN
Draper, UT
Assets under management$2.21B$2.42B$2.32B
Asset growth, last 2 years+27%+151%+59%
Advisory staff3222
Individual clients84117,0922,888
Assets per client$2.6M$142K$805K
Clients per advisor2808,546131
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–22
People on Advicer.bio3238

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 CapitalCapita Financial Network, LLC
CRM
HubSpot–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Webflow–Uses itUses it

Custodians on Form ADV: Patten and Patten, Inc.: Schwab · Future Capital: none listed · Capita Financial Network, LLC: Schwab