Patterson & Associates

Patterson & Associates (CRD# 110735) is a financial advisory firm headquartered in Austin, TX. They manage $5,180,897,667 in 47 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,181
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $110,231,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, MN, TX

Financial Advisors at Patterson & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Linda T. Patterson
CRD#: 2469948
301 Congress, #570, Austin, TX 78701
93
Wealthminder
score

Linda Patterson (CRD# 2469948) is an Investment Advisor Representative working at Patterson & Associates in Austin, TX and has over 22 years of experience in the finance industry.

2
Chase P. Miles
CRD#: 5944610
Barton Oaks Plaza Ii, 901 S. Mopac, Suite 195, Austin, TX 78746
90
Wealthminder
score

Chase Miles (CRD# 5944610) is an Investment Advisor Representative working at Patterson & Associates in Austin, TX and has over 4 years of experience in the finance industry.

3
Ronald B. Ross
CRD#: 6297622
Barton Oaks Plaza Ii, 901 S. Mopac, Suite 195, Austin, TX 78746
87
Wealthminder
score

Ronald Ross (CRD# 6297622) is an Investment Advisor Representative working at Patterson & Associates in Austin, TX and has 1 year of experience in the finance industry.

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