AMG National Corp

What AMG National Corp does

AMG National Corp is a privately-held financial services holding company that wholly owns AMG National Trust Bank and operates an integrated wealth management, trust, and community banking platform. Founded in 1972 in Greenwood Village, Colorado, by Earl Wright and Dr. Michael Bergmann, the firm transitioned to a fee-only registered investment advisor in 1975 and has expanded for five decades through a combination of organic office openings and acquisitions, reaching 8 offices, 147 staff, and approximately $9.3 billion in assets under management across 47 states as of March 2026.

The company's core offerings span wealth management, discretionary investment management, executive financial counseling, retirement plan administration, trust administration, private client, commercial, and nonprofit banking, and philanthropy via the AMG Charitable Gift Foundation donor-advised fund. Underlying these is the Personal Financial Management (PFM) platform launched in 1999, which integrates financial planning, investment management, tax services, trust administration, and banking into a single client-facing architecture, supplemented by AMGIC private fund structures (1981) for alternative investment access. Banking services were added in 2008, and trust capabilities were internalized through the 2001 acquisition of Guaranty Bank & Trust's trust department and the 2004 acquisition of Old Dominion Trust Company.

AMG generates revenue primarily through recurring advisory, investment management, trust, and banking fees on a fee-only, quote-based pricing model with annual billing cadence and no product commissions. It serves a diversified mix of high-net-worth individuals and families, senior corporate executives, business owners, nonprofit organizations, employers seeking retirement plan services, and endowments and foundations via OCIO mandates. The go-to-market is relationship-based direct advisory delivered through dedicated financial advisors across regional offices, complemented by content marketing (a bi-weekly research blog, webinars, and community events) and a corporate channel that sells executive financial counseling as an employer-sponsored benefit.

Name

AMG National Corp

Legal name

AMG National Trust

Website

https://amgnational.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

51–100 employees

Short description

AMG National Corp, founded in 1972 and headquartered near Denver, is a privately-held holding company whose subsidiary AMG National Trust Bank delivers fee-only wealth management, investment, trust, banking, and retirement services to high-net-worth individuals, executives, business owners, and institutions across 47 states.

Ownership category

akta.pro rank

Headquarters

HQ city

Greenwood Village

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Fee-only financial counseling and advisory services for high-net-worth individuals, executives, and business owners. The company became fee-only in 1975 to remain objective and focus on client interests.
2. Investment Management Fees: Discretionary investment management services with access to alternative investments. AMG expanded to provide discretionary investment management in 1994 based on client requests.
3. Banking Services: Private client banking, commercial banking, and nonprofit banking services including lending, deposit accounts, and credit cards.
4. Trust Administration: Trust services acquired from Guaranty Bank & Trust in 2001, providing integrated solutions across client lifetimes and family legacy building.
5. Tax Services: In-house tax preparation and advisory services. AMG hired in-house tax experts in 1979 to provide tax research, tax compliance advice, and tax return preparation.
6. Retirement Plan Services: Plan administration, design and consultation, trustee expertise, and compliance services for qualified and non-qualified retirement plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

AMG National Corp is a financial services holding company that wholly owns AMG National Trust Bank, delivering integrated wealth management for high-net-worth individuals, families, executives, business owners, and institutions. Its core offering combines fee-only financial counseling, discretionary investment management, tax services, trust administration, banking (private client, commercial, and nonprofit), retirement plan services, executive financial counseling, and philanthropic services under a single coordinated platform.

Product overview

AMG National Trust operates as a comprehensive wealth management firm offering an integrated suite of financial services. The core portfolio includes Wealth Management (providing integrated financial planning, estate planning, tax services, trust administration, and philanthropy), Investment Management (with discretionary portfolio management, alternative investments, and endowment/foundation OCIO), Banking (private client, commercial, and nonprofit banking), Executive Financial Counseling (for senior executives), Retirement Plan Services (401(k) administration and compliance), and the AMG Charitable Gift Foundation (donor-advised fund). These offerings work together as an integrated platform under the AMG National Trust brand, enabling clients to receive coordinated financial guidance across planning, banking, investment, and charitable giving needs.

Differentiator

Problem solved

Functional benefit

Brands

• AMG Charitable Gift Foundation: A donor-advised fund offered by AMG's Charitable Gift Foundation that allows clients to make charitable contributions, receive tax deductions, and distribute funds to 501(c)(3) charities over time.
• FANUM
• The Dome at AMG

Products and services

• Wealth Management Integrated wealth management platform providing comprehensive financial planning, investment management, tax planning, estate planning, trust administration, and philanthropy services for high-net-worth individuals and families.
• Investment Management Research-driven investment management offering discretionary portfolio management, access to alternative investments, endowment and foundation OCIO services, and managed portfolio solutions.
• Banking Private client, commercial, and nonprofit banking services including checking and savings accounts, credit cards, working capital and equipment loans, expansion and acquisition financing, and lines of credit.
• Executive Financial Counseling Comprehensive financial counseling services for senior executives including optimization of compensation packages, stock awards, stock options, deferred compensation, and retirement planning, often delivered as a corporate benefit.
• Retirement Plan Services

Quantifiable outcome

• 95% of clients report being 'satisfied' in annual client surveys
• +2 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Boys, Arnold & CompanymajorStrategic or Co-development Partner · 1 June 2020Merger completed June 1, 2020 joining together under the AMG National Trust umbrella. Both firms provided private wealth management solutions since the 1970s. The merger expanded AMG's southern presence with new offices in Asheville, North Carolina and Hilton Head Island, South Carolina, and added approximately $6 billion in assets under management.

Scale indicators9 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Northern Trust: Public wealth management and banking firm with deep HNW/private wealth, trust, and private banking capabilities. Most directly comparable to AMG in combining an integrated wealth platform with a chartered bank serving HNW families, foundations, and endowments.
• Creative Planning: One of the largest independent fee-only RIAs, offering wealth management, tax, estate, and retirement services to HNW clients nationwide. Comparable to AMG in fee-only philosophy, integrated service model, and aggressive acquisition-led growth.
• Mariner Wealth Advisors: Large independent RIA serving HNW individuals, families, and institutions via an integrated advisory, tax, and estate planning platform. Comparable to AMG in pursuing growth through M&A roll-up of regional wealth managers and providing fee-based integrated services.
• Bessemer Trust: Privately-held, multigenerational wealth and investment management firm focused exclusively on HNW families and foundations. Closely aligned with AMG's fee-only, integrated wealth, trust, and investment management model for ultra-affluent clients.
• Cleveland-Cliffs Private Wealth (formerly Peapack-Gladstone Bank): Relationship-driven private and commercial bank with integrated wealth management and trust services for HNW clients, business owners, and nonprofits. Closely comparable to AMG's private/commercial/nonprofit banking + wealth model at a similarly community-bank scale.

Broad incumbents

• First Republic Bank (now part of JPMorgan): Pre-acquisition, First Republic was a relationship-driven private bank and wealth manager serving HNW clients—an extremely close comparable to AMG's private client banking and wealth management combination. Now part of JPMorgan Private Bank, representing the scaled-incumbent direction AMG could be pressured by.
• Goldman Sachs Private Wealth Management: Goldman's PWM division serves ultra-HNW individuals with integrated advisory, banking, and trust services. Comparable to AMG in targeting executives and HNW families, but at much larger scale with global capabilities and deeper technology investment.
• Morgan Stanley Private Wealth Management: Morgan Stanley's PWM and Private Bank units offer integrated investment, banking, and trust services to HNW and UHNW clients. Comparable to AMG in serving executives and business owners, with greater scale, brand, and technology platform.
• Edelman Financial Engines: Large independent RIA serving HNW and mass-affluent clients with integrated wealth, planning, and retirement solutions. Comparable to AMG in fee-only philosophy and integrated advice, but at significantly larger scale with stronger digital tools.

Regional players

• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of advisors nationally. Less direct product overlap with AMG's captive HNW practice, but relevant as a competing independent-channel consolidator competing for advisor talent and client AUM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/amg-national-trust

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AMG National Corp