The Advisors Group

RIASEC Registered

Total AUM

$142M

Discretionary

$142M

100% of AUM

Avg account

$263K

Accounts

542

Employees

Advisory reps

Firm details

Headquarters: Lubbock, Texas
CRD number: 290104
Registered since: July 25, 2024
Website: theadvisorsgroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI59.24%
Individuals39.81%
Charitable Organizations0.52%
Corporations / Businesses0.43%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Advisors Group is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered in 2024. Its client mix includes individuals and families as well as institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker. Fee arrangements include a percentage-of-AUM component and hourly billing. The Advisors Group is not identified as an active ESG investor, and it is not listed as a capital allocator.