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Taking Successful Advisors To The Next Level

At Patriot Financial Group, independence means you are in business for yourself, not by yourself. We equip advisors with infrastructure, technology, and a premier network, so independence isn’t isolation, it's an advantage.

Gain Your Independence
Strength Behind Your Independence

Strength Behind Your Independence

At Patriot Financial Group, advisors come first. We don’t ask you to fit a mold—we adapt to your goals and evolving needs. With a focus on growth and an investment in infrastructure, we provide the tools, resources, and guidance that strengthen independence and opportunity. As an RIA and OSJ headquartered in New England, our network extends nationwide.

Built For Your Next Chapter

We serve advisors who are independent-minded, growth-driven, and ready to take their practice to the next level.

Captive Advisors

Captive Advisors

Independent Advisors

Independent Advisors

CPAs & Financial Professionals

CPAs & Financial Professionals

Exiting Advisors

Exiting Advisors

Career Agents

Career Agents

Find Your Fit

What Sets Us Apart

We’ve built an environment where advisors and financial professionals from different disciplines can prosper together. With open architecture, innovative technology, and a culture rooted in loyalty, Patriot Financial Group is more than a platform. It’s a partner that backs your independence in an empowering, flexible place.

  • ★ Multiple ways to affiliate—RIA, OSJ, or a hybrid of both
  • ★ Transition support tailored to your individual needs
  • ★ Hands-on guidance for succession planning and book acquisitions
  • ★ Collaborative team model with access to specialists
  • ★ A culture rooted in loyalty, family values, and long-term commitment


Learn How To Join   See How We Help You Grow

Solutions To Take You Further

Discovery

We thoroughly profile your practice through our discovery system, identifying strengths and needs so you receive the precise support to help achieve growth.

Onboarding

From application to approval, our turnkey onboarding process guides you seamlessly through registration, saving time and helping ensure a confident start.

Coaching

Experience our coaching firsthand through personalized financial plans built with your own information, designed to guide, empower, and uncover new opportunities.

Marketing

Our marketing partners craft customized strategies, aligning plans with your goals and executing campaigns that expand visibility and attract growth.

Specialists

With our team-based model, advisors access specialists to meet client needs, enhance service offerings, and deliver impactful education opportunities.

COIs

We connect you with accountants, attorneys, and insurance professionals — strategic partnerships that strengthen your practice and broaden your client solutions.

Explore Support We Offer

Focus on Clients. We’ll Handle the Rest.

Learn How

Let’s Talk About Your Future

Every advisor’s journey is different. Let’s start a conversation about your practice, your goals, and how Patriot Financial can stand beside you.

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