ASSET ADVISORY GROUP, INC.

RIASEC RegisteredEst. 1994

Total AUM

$480M

Discretionary

$453M

94% of AUM

Avg account

$758K

Accounts

633

Employees

Advisory reps

Firm details

Headquarters: KINNELON, New Jersey
CRD number: 106618
Registered since: April 26, 1994
Website: www.assetadvisorygroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94%
Individuals6%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Advisory Group, Inc. is an independent registered investment adviser that serves individuals and families, with an owner-operated structure and SEC registration dating back to 1994. The firm emphasizes comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM model supplemented by hourly and fixed-fee engagements, giving flexibility for both ongoing portfolio management and project-based advice. Investment activity centers on publicly traded instruments—mutual funds, ETFs and individual equities—rather than running proprietary funds or acting as a capital allocator. The firm is not positioned as an active ESG investor and does not list multi-state adviser status. Asset Advisory Group, Inc. was recognized on FA Magazine’s Top RIA Firms list in 2020.