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THE PATRIOT FINANCIAL GROUP, LLC
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
CRD 172470 · SEC 801-80245
55 WEST STREET, SUITE 201, WALPOLE, MA, 02081, United States
Phone
508-251-6100
Fax
(508) 573-1076
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.64B
Discretionary AUM
$2.64B
Team
59 total employees; 33 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1990 | $540.4M |
| High net worth individuals | 371 | $885.6M |
| Pension/profit sharing plans | 136 | $1.19B |
| Charitable organizations | 11 | $6.1M |
| Corporations/business entities | 37 | $14.7M |
States served
VT, AL, AZ, CA, CO, DC, GA, IA, LA, ME, MD, MA, MI, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/good-habits-financial?trk=public_profile_topcard-current-company&original_referer=
- HTTPS://WWW.PATRIOTFINANCIALGROUP.ORG
- https://www.linkedin.com/company/the-patriot-financial-group/
- HTTP://WWW.JOFFREYSMITH.COM
- https://www.linkedin.com/company/provo-financial-services/
- https://www.facebook.com/ProvoWealth
- HTTPS://WWW.BANKGLOUCESTER.COM
- HTTPS://WWW.WAYPOINTWEALTHMGMT.NET
- HTTPS://PROVOWEALTH.COM/
- https://www.champion-financial.com/
- https://www.GoodHabitsFinancial.com
- https://www.linkedin.com/company/unified-legacy-advisors/
- HTTP://WWW.ROLLOVERADVISORYSERVICES.COM
- https://www.bd-advisors.com/
- https://www.linkedin.com/company/haydenwealth/
- https://www.facebook.com/RuleFinancialServices
- https://www.facebook.com/rolloveradvisoryservices
- HTTP://WWW.RIVERSIDEADVISOR.COM
- https://www.facebook.com/UnifiedLegacyAdvisors
- HTTPS://UNIFIEDLEGACYADVISORS.COM
- HTTPS://WWW.JPSFINANCIALPLANNING.COM
- HTTPS://WWW.RULEFINANCIALSERVICES.COM
- HTTPS://WWW.FLEXFINANCIALPLANNING.COM
- https://www.facebook.com/thechampionfinancialgroup
- https://www.linkedin.com/company/champion-financial-group/
- https://www.linkedin.com/company/unified-legacy-advisors/
- https://mcgrathadvisors.com/
- https://gallifinancialgroup.com/
- https://www.facebook.com/Good-Habits-Financial-112962620624992
- https://www.myhaydenwealth.com/
- HTTPS://WWW.RIVERSIDERETIRE.COM
Official SEC filing: View on IAPD