THE ADVISORS GROUP

Overview

The Advisors Group is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families and small businesses. The firm operates on a fee model that combines a percentage-of-AUM schedule with hourly fees for certain advisory work, and also conducts insurance brokerage activities alongside its advisory practice. Its investment posture is equity-first: the firm favors exchange-traded equities and ETFs as the primary building blocks for client portfolios, supplemented where appropriate with mutual funds and select alternative exposures. Investment activity centers on discretionary management for a concentrated client base; the firm favors liquid, tradable instruments for core equity exposure and uses alternatives to add diversification and yield. It does not position itself as an ESG-focused allocator. Ownership is individual, and the firm’s advisory services emphasize tailored planning and portfolio management rather than running pooled capital as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices