Risk Management Group
- Company typePrivate
- Founded1965
- HeadquartersRockville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Risk Management Group firmographics
Firmographics- Name
- Risk Management Group
- Legal name
- Risk Management Group, LLC
- Website
- https://rmgadvisors.com
- Company type
- Private
- Founded year
- 1965
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Risk Management Group is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Risk Management Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Registered Investment Advisor providing comprehensive financial planning and wealth management services. Revenue generated through advisory fees for investment management, financial planning, retirement planning, and related services. Firm operates as Risk Management Group LLC, dba RMG Advisors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Risk Management Group product offering
Product offeringCore offering
Risk Management Group, LLC (dba RMG Advisors) is a Registered Investment Advisor providing fee-based wealth management, comprehensive financial planning, retirement planning, investment management, and tax mitigation services to individuals and families. The firm specializes in federal employee benefits advisory and divorce financial planning, with services delivered through personalized fiduciary relationships.
Product overview
RMG Advisors is a full-service wealth management advisory firm offering a unified suite of financial planning and advisory services. The firm provides comprehensive financial planning, investment management, and retirement planning as core services, supplemented by specialized offerings including divorce financial planning (with CDFA and mediation expertise), federal employee benefits advisory (ChFEBC certified), life transition planning, fiduciary advisory services, enhanced tax management, insurance advisory, legacy/estate planning, banking solutions, and philanthropic investing. The firm operates as a woman-owned, family-owned business established in 1965, serving clients through personalized advisory services delivered by credentialed professionals including CFP, CDFA, and ChFEBC practitioners.
Differentiator
Problem solved
Functional benefit
Products and services
- RMG Advisors Wealth Management Full-service fee-based wealth management advisory offering providing comprehensive financial planning, investment management, retirement planning, and specialized services including divorce financial planning and federal employee benefits advisory for individuals and families.
- Comprehensive Financial Planning Holistic financial planning service that creates a personalized blueprint for clients' financial goals, integrating investments, taxes, insurance, and spending habits into a single coordinated plan for individuals and families.
- Investment Management Professional discretionary investment management service that applies behavioral finance expertise to help clients avoid common investment pitfalls and maintain disciplined portfolio decisions over time.
- Retirement Planning Lifetime retirement planning service designed to help clients avoid outliving their money through sustainable investment and withdrawal strategies that adapt over multiple decades.
- Divorce Financial Planning Specialized divorce financial planning service providing alimony guidance, child support analysis, asset division support including QDRO/QDR, and post-divorce estate planning for individuals navigating divorce.
- Federal Employees Financial Planning Specialized financial planning service for federal, state, and contractor employees covering FERS, TSP, FEHB, FEGLI, spousal benefits, Social Security coordination, and retirement planning for government workers in the Washington D.C. area.
- Life Transition Planning Financial planning service that helps clients prepare for and respond to major life events including retirement, divorce, unexpected money, serious illness, long-term care needs, and widowhood.
- Enhanced Tax Management Tax-efficient investing service that applies tax management techniques across portfolios and income streams to maximize after-tax returns for clients.
- Estate and Legacy Planning Estate planning review and coordination service that works with clients' legal counsel to ensure proper asset protection and intended stewardship of wealth across generations.
Companies that use Risk Management Group
Customer profileSegments4 records
Ideal customer profiles4 records
Risk Management Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Risk Management Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Thiago Glieger's Professional NetworkminorThiago Glieger previously led an executive think tank on transcending fiduciary duty in wealth management, selected by George I. Connolly, Executive Vice President of Securian Financial, as one of eight members. This represents prior professional affiliations rather than current company partnerships.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Risk Management Group competitors and assessment
Company assessmentBroad incumbents
- AE Wealth Management: Large national RIA providing financial planning, wealth management, and tax-optimization services. Comparable as a fee-based advisory firm bundling retirement, tax, and life-event planning for HNW households, though at significantly greater scale than RMG Advisors.
- Creative Planning: One of the largest independent RIAs in the U.S., providing comprehensive wealth management, retirement planning, and tax services to individuals and families. Comparable as a full-service, fee-only Registered Investment Advisor serving HNW clients, though vastly larger in scale and geographic reach than RMG Advisors.
- Carson Wealth: National independent wealth management firm offering financial planning, investment management, and tax strategy. Comparable as a multi-advisor RIA platform emphasizing holistic, fiduciary advice for HNW individuals and families — relevant benchmark for scaling beyond a boutique firm like RMG.
- Edelman Financial Engines: Largest independent RIA in the U.S., serving mass-affluent and HNW clients with financial planning and asset management. Comparable as a fee-based Registered Investment Advisor with broad retirement-planning services, and a major competitor for any HNW/HNW-adjacent federal employee household.
- Buckingham Strategic Partners: National RIA support and partner firm providing evidence-based financial planning, investment management, and tax strategies. Comparable to RMG in fiduciary approach and recurring advisory-fee model, though its scale dwarfs the boutique, family-owned RMG Advisors practice.
- Hightower Advisors: Large national RIA platform serving HNW individuals, families, and institutions through partner firms. Comparable to RMG in targeting HNW clients with holistic wealth advisory, including retirement, estate, and tax planning — but operating across many geographies and advisor teams.
Direct peers
- Savant Wealth Management: Mid-sized, fee-only Registered Investment Advisor providing holistic financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable in mission, fee model, and advisor-led approach to RMG, with similar full-service offerings but a larger geographic footprint.
- Moneta Group: Independent, fee-only Registered Investment Advisor providing comprehensive financial planning, investment management, and retirement advisory to HNW individuals. Comparable in fiduciary, full-service RIA model and recurring advisory-fee revenue stream; also larger and multi-office versus RMG's single-office boutique.
- Henssler Financial: Privately owned, family-operated RIA based in the Southeast offering investment management, retirement, tax, and estate planning to HNW individuals. Comparable to RMG as a privately held, multi-generational advisory firm centered on client-first fiduciary planning, though with a different regional focus.
- Bogart Wealth: Independent, fee-based wealth management firm offering financial planning, investment management, tax strategy, and estate services to HNW individuals and business owners. Comparable in holistic advisory approach and recurring revenue model to RMG Advisors, with a similar mid-market boutique profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Risk Management Group social profiles
Digital presenceRisk Management Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Risk Management Group leadership team
Management profileNumber of profiles
Profiles5 records
Risk Management Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Risk Management Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Risk Management Group
What does Risk Management Group do?
Risk Management Group, LLC (dba RMG Advisors) is a Registered Investment Advisor providing fee-based wealth management, comprehensive financial planning, retirement planning, investment management, and tax mitigation services to individuals and families. The firm specializes in federal employee benefits advisory and divorce financial planning, with services delivered through personalized fiduciary relationships.
Is Risk Management Group a public or private company?
Risk Management Group is a private company. It is classified as family owned and is currently operating.
When was Risk Management Group founded?
Risk Management Group was founded in 1965. It employs 1 to 10 people.
Where is Risk Management Group based?
Risk Management Group is headquartered in Rockville, United States, in the North America region.
How does Risk Management Group make money?
One revenue line is on record: investment Advisory Services.
Who are Risk Management Group's main competitors?
Broad incumbents on record are AE Wealth Management, Creative Planning, Carson Wealth, Edelman Financial Engines, Buckingham Strategic Partners and Hightower Advisors. Direct peers are Savant Wealth Management, Moneta Group, Henssler Financial and Bogart Wealth.
Does Risk Management Group have an API?
No public API is recorded for Risk Management Group.