Wealth Advisory Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealth Advisory Group's estimated annual revenue is currently $28.1M per year.(i)
  • Wealth Advisory Group's estimated revenue per employee is $210,000

Employee Data

  • Wealth Advisory Group has 134 Employees.(i)
  • Wealth Advisory Group grew their employee count by 7% last year.

Wealth Advisory Group's People

NameTitleEmail/Phone
1
Director New BusinessReveal Email/Phone
2
Director Technology/Information Security LeadReveal Email/Phone
3
Director OperationsReveal Email/Phone
4
Marketing DirectorReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Managing Director, Director Talent AcquisitionReveal Email/Phone
7
Life/Disabilty Case ManagerReveal Email/Phone
8
Life Brokerage Manager, IUS SpecialistReveal Email/Phone
9
Assistant To The ControllerReveal Email/Phone
10
Financial Representative /Financial Advisor Park Avenue SecuritiesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Wealth Advisory Group?

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you've always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-101604, Exp. 05/22

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Total Funding

134

Number of Employees

$28.1M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealth Advisory Group News

2022-04-20 - Wealth Care Corner #34 Financial Considerations of Divorce

If you want to talk about how divorce may impact your personal finances, the team at Capital Wealth Advisory Group is here to help.

2022-04-20 - Mergers & Moves: Advisor and firm deals this week in wealth ...

Kestra made its fifth acquisition of the year, LPL nabs advisors from Stifel and Morgan Stanley, there record M&A transactions, and more. Scroll...

2022-04-06 - ADVISER INVESTMENTS AND POLARIS WEALTH ...

ADVISER INVESTMENTS AND POLARIS WEALTH ADVISORY GROUP TO JOIN FORCES. April 12, 2022 09:00 ET | Source: Adviser Investments Adviser Investments.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$33.5M134-1%N/A
#2
$29.5M13410%N/A
#3
$19.4M134N/AN/A
#4
$33.5M134-23%N/A
#5
$18.8M13411%$71.6M