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THE PATRIOT FINANCIAL GROUP, LLC
Legal name: THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
CRD 172470File 801-80245
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.64B
Top 25% of cohort (national)
Discretionary AUM
$2.64B
Non-discretionary $23K
Clients
2,545
5,615 accounts
Employees
59
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 9, 2014
- Principal office
- 55 WEST STREET, SUITE 201, WALPOLE, MA, 02081
- Phone
- 508-251-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.64B
- Discretionary AUM
- $2.64B
- Non-discretionary AUM
- $23K
- Discretionary accounts
- 5,614
- Non-discretionary accounts
- 1
- Total accounts
- 5,615
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $14.7M |
| Charitable organizations | 11 | $6.1M |
| High net worth individuals | 371 | $885.6M |
| Pension and profit sharing plans | 136 | $1.19B |
| Individuals (other than high net worth individuals) | 1,990 | $540.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.