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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 The Patriot Financial Group, LLC (swap one in):+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA+ Johnson Brunetti $2.78B · Wethersfield, CT+ S & Co., Inc. $2.46B · Boston, MA+ Nichols & Pratt Advisers LLP $2.43B · Boston, MA
Walpole, MA
Palm Beach Gardens, FL
San Rafael, CA
Assets under management$2.64B$2.78B$2.78B
Asset growth, last 2 years+25%+198%+30%
Advisory staff33315
Individual clients2,36147721
Assets per client$1.1M$5.8M$132.3M
Clients per advisor72154
Main custodianSchwabPershing–
Filing with the SEC since201420232012 or earlier
Tools in their stack–32
People on Advicer.bio3425–

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

ToolThe Patriot Financial Group, LLCLri InvestmentsOhana Advisors
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar––Uses it
Portfolio Management
Envestnet–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: The Patriot Financial Group, LLC: Schwab · Lri Investments: Pershing · Ohana Advisors: none listed