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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+ Ameraudi Asset Management, Inc. $2.1B · New York, NY+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA
Chattanooga, TN
Chattanooga, TN
Franklin, TN
Assets under management$2.21B$2.42B$2.03B
Asset growth, last 2 years+27%+151%+50%
Advisory staff3211
Individual clients84117,0921,407
Assets per client$2.6M$142K$1.4M
Clients per advisor2808,546128
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
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 CapitalCapwealth Advisors, LLC
CRM
HubSpot–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Patten and Patten, Inc.: Schwab · Future Capital: none listed · Capwealth Advisors, LLC: Schwab