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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 Patterson Partners LTD. (swap one in):+ Mcmillan Analysis Corporation $33.1M+ S.g. Long & Company $33.1M · Missoula, MT+ Diamond Peak Wealth Management LLC $29.9M · Bend, OR+ Sora Wealth, LLC $29.9M · Lincolnwood, IL
Hamilton
Canton, OH
Rye Brook, NY
Assets under management$31.5M$33.1M$29.9M
Asset growth, last 2 years+75%––
Advisory staff231
Individual clients1510737
Assets per client$2.1M$309K$808K
Clients per advisor83637
Main custodianInteractive Brokers––
Filing with the SEC since201920262026
Tools in their stack22–
People on Advicer.bio131

From each firm's latest Form ADV (Sep 2025, 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.

ToolPatterson Partners LTD.Harvest Advisors, LLCFive Factor Capital Advisors
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
OnceHubUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Patterson Partners LTD.: Interactive Brokers · Harvest Advisors, LLC: none listed · Five Factor Capital Advisors: none listed