# RJ Patterson Group

RJ Patterson Group is a RIA based in San Diego.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego
- **Assets under management:** Undisclosed
- **Website:** https://rjpattersongroup.com
- **LinkedIn:** https://www.linkedin.com/company/rj-patterson-group

## Regulatory record

- **CRD number:** 281752
- **SEC file number:** 801-136552
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281752

## About

RJ Patterson Group is a Registered Investment Advisory (RIA) firm that offers comprehensive, customized financial planning for individuals, couples, and businesses. Services include investment management, retirement strategies, tax strategies, estate planning, personal trust services, and 401K plans. The firm positions itself as full-life financial guides helping clients achieve their Ascent to Prosperity™, with a hands-on boutique service approach.

## People

- RJ Patterson — Founder

## Related profiles

- [Water Dog Asset Management](https://altss.com/profile/water-dog-asset-management-llc)
- [TSP Advisors](https://altss.com/profile/tsp-advisors-llc)

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Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/rj-patterson-group

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