THE YANKER GROUP

RIASEC RegisteredEst. 2020

Total AUM

$296M

Discretionary

$296M

100% of AUM

Avg account

$405K

Accounts

732

Employees

Advisory reps

Firm details

Headquarters: MANCHESTER, Missouri
CRD number: 281364
Registered since: April 9, 2020
Website: www.theyankergroup.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.91%
Individuals15.47%
Pension & Profit Sharing Plans1.01%
Corporations / Businesses0.61%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Yanker Group is an independent, SEC‑registered advisory corporation that began filing as an RIA in 2020 and is owned by an individual. It serves both individuals and families as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. The firm charges fees on multiple bases — percentage of assets under management, hourly fees, and fixed fees — and does not identify itself as a capital allocator or a multi‑state or ESG specialist. Advisory activity centers on traditional wealth management and planning rather than pension consulting or related‑adviser functions. Custody of client assets is concentrated with LPL Financial, which currently houses the firm’s reported advisory assets.