RIA Intel›Advisers›Massachusetts›THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Advisory

N·WALPOLE, MA

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+30.0%

3-Year CAGR

+26.8%

Employees

33

Assets Under Management

Total AUM$2.6B

Discretionary AUM$2.6B

Non-Discretionary AUM$23K

Discretionary %100%

Total Clients3,136

Team

Total Employees33

Investment Advisers59

Employee Growth (1Y)-5.9%

Filing History

Total Filings on Record132

First FilingAug 18, 2014

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 132 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.