Wealth Manager
    SEC Registered

    The Advisory Resource Group, LLC

    Registered investment advisor · Tulsa, Oklahoma · CRD #290110

    Assets Under Management
    $927M
    Client Accounts
    2,410
    Employees
    13
    CRD Number
    290110
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Advisory Resource Group, LLC

    Advisory Resource Group, LLC is a financial planning and advisory firm based in New Hampshire, representing independent advisors and serving over 25,000 clients nationwide. They focus on helping clients develop financial roadmaps and investment strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Advisory Resource Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is The Advisory Resource Group, LLC's AUM?

    The Advisory Resource Group, LLC reports approximately $927M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Advisory Resource Group, LLC headquartered?

    The Advisory Resource Group, LLC is headquartered in Tulsa, Oklahoma.

    What is The Advisory Resource Group, LLC's CRD number?

    The Advisory Resource Group, LLC's CRD number is 290110. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Advisory Resource Group, LLC manage?

    The Advisory Resource Group, LLC manages approximately 2,410 client accounts according to its latest SEC filing.

    Is The Advisory Resource Group, LLC SEC registered?

    Yes, The Advisory Resource Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oklahoma

    Exchange Traded Concepts, LLC
    Oklahoma City, OK · $23B AUM
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK · $15.2B AUM
    Capital Advisors, Inc.
    Tulsa, OK · $7.4B AUM
    Exencial Wealth Advisors
    Oklahoma City, OK · $6B AUM
    Ce Investment Management, LLC
    Oklahoma City, OK · $5.9B AUM
    Caption Management, LLC
    Oklahoma City, OK · $3.4B AUM
    See all top RIA firms in Oklahoma →

    Research firms like The Advisory Resource Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial