Private Client Group

Wealth Management & Financial Advisorypcgplanning.com

Company typePrivate
Founded-
HeadquartersMiami, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Private Client Group does

Private Client Group (PCG) is a privately held financial planning and wealth management firm headquartered in Miami, Florida, that delivers an integrated "360°" advisory platform to high-net-worth individuals, families, and business owners. The firm operates across nine offices in Florida (Miami, Boca Raton, Port St. Lucie, Fort Pierce, Pensacola, Tampa, Palm Beach, Naples) and one in Wisconsin (Grafton), with 11-50 employees. Services cover wealth accumulation and preservation, estate planning, tax-advantaged investments, retirement planning, risk management, and a comprehensive business-owners practice spanning qualified retirement plans, executive benefits, business continuation, succession, and exit planning. PCG's leadership team includes Managing Director Adam M. Weirich (20+ years) and founding Principal Christian S. Dorado (15+ years), supported by a credentialed bench of CFP, CFA, ChFC, RICP, CIMA, CPA, MBA, LUTCF, AIF, and CPFA designated professionals.

PCG's core technology stack is built on third-party partnerships rather than proprietary AI: the eMoney client portal for comprehensive financial picture aggregation, Asset Map for visualization, Biz Equity for business valuation in succession/exit planning, and CESA for institutional life insurance. The underlying service delivery is human-advisor-led; the website and product overview explicitly note "no AI-powered automation." There is no proprietary IP, patents, SDK, or API offering disclosed.

The revenue model is multi-streamed and dependent on the firm's core partnership with Equitable Advisors, LLC (FINRA/SIPC member, SEC-registered investment advisor), through which securities (transaction fees), investment advisory programs (recurring/advisory fees), and annuity and insurance products (commissions via Equitable Network, LLC) are delivered. Financial planning itself is offered on both fee-based (annual subscription model) and non-fee-based (multi-year contract) bases. Pricing is not publicly disclosed. Go-to-market is sales-led and relationship-driven: consultative prospecting through community referrals, an extensive content resource center, and seminars/workshops hosted at institutions and corporations, with no dedicated digital self-serve or platform-led acquisition motion. Customer concentration risk is low given the absence of any large enterprise logos and the distributed HNW-individual and SMB-business-owner segments; conversely, there is no evidence of named institutional clients.

Private Client Group firmographics

Firmographics

Name: Private Client Group
Legal name: Private Client Group
Website: https://pcgplanning.com
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Private Client Group industry classification

Industry

Product category: Wealth Management & Financial Advisory
NAICS: Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (524210)
SIC: Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry: Private Client/High-Net-Worth Advisory (FSAEAAAN)
akta.pro secondary industries: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking & UHNW Wealth Advisory (FSAEABAC), Fee-Only Advisory (FSAEAAAL)

Keywords

Financial planning services
Wealth management advisory
Retirement planning
Estate planning services
Risk management insurance

Where Private Client Group is headquartered

Location

Headquarters

HQ city: Miami
HQ country: United States
HQ region: North America

Offices10 records

Markets served

Private Client 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

Securities Sales: Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC, member FINRA, SIPC.
Investment Advisory Services: Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
Annuity and Insurance Products: Annuity and insurance products offered through Equitable Network, LLC.
Financial Planning: Fee-based and non-fee based financial planning offered by investment advisor representatives of Equitable Advisors, LLC.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Fee-based Financial Planning
Other	Multi-year contract	Non-fee based Financial Planning

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Private Client Group product offering

Product offering

Core offering

Private Client Group delivers integrated 360° financial planning and wealth management services to high net worth individuals, families, and business owners across Florida and Wisconsin. Licensed professionals at PCG offer securities and investment advisory services through Equitable Advisors, LLC (member FINRA, SIPC; SEC-registered investment advisor) and annuity and insurance products through Equitable Network, LLC. Core service areas include Financial Planning, Wealth Strategies, Risk Management, and Business Management, supplemented by client-facing technology such as the eMoney portal and Biz Equity business valuation tool.

Product overview

Private Client Group is a financial advisory firm operating as part of Equitable Advisors, offering an integrated 360° financial planning approach. The firm provides four core service areas: Financial Planning, Wealth Strategies, Risk Management, and Business Management, delivered through a team-based model of experienced financial professionals. Services are organized into two main client segments—Individuals and Families (covering life insurance, retirement, investments, and advisory programs) and Businesses (covering retirement plans, employee benefits, executive benefits, and business continuation). The firm supplements its advisory services with extensive educational resource hubs covering Retirement, Investment, Estate, Insurance, Tax, Money, and Lifestyle topics, along with interactive financial planning calculators. All services are delivered through human advisors with no AI-powered automation.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Comprehensive financial planning service providing integrated 360° approach covering wealth accumulation and preservation, estate planning strategies, tax-advantaged investments, retirement planning, and risk management. Targeted at high net worth individuals, families, and business owners.
Wealth Strategies Customized tactical approach for wealth protection, continued growth and flexibility, utilizing available technologies and tools to maximize safety, return, and opportunity for affluent clients.
Risk Management Identification of financial blind spots and creation of safety strategies to address the risk side of client financial well-being, including life insurance, disability, long-term care, and group insurance solutions.
Business Management Services assisting business owners with decisions and plans to maximize business value, including managing comprehensive benefit programs, employee retention, qualified retirement plans, executive benefits, business continuation, and exit planning.
Individuals and Families Services Financial planning services for individuals and families covering life insurance, disability and long-term care insurance, individual retirement/education planning, annuities, equity investments, fixed-income investments, investment accounts, and investment advisory programs.
Business Services Comprehensive business financial services including retirement plans (IRAs, SEP, SIMPLE, 401(a), 401(k), 457(b), 403(b), pension/profit-sharing), employee benefits, executive benefits, group insurance, business planning, estate planning strategies, and business continuation programs.

Companies that use Private Client Group

Customer profile

Segments3 records

Ideal customer profiles2 records

Private Client Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Private Client Group partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered core and supporting.

eMoneycoreTechnology or IntegrationIndustry-leading client portal providing comprehensive view of full financial picture. Uncovers opportunities in held-away assets, delivers deeper financial insights, and enables comprehensive financial planning.
CESAsupportingTechnology or IntegrationOffers comprehensive data, asset and liability reporting, and full-service management. Delivers turnkey solutions for Institutional, Corporate, and Private Placement Life Insurance, optimized for current tax regulations.
Biz EquitysupportingTechnology or IntegrationBusiness Valuation Fact Finder tool used for business succession and exit planning assessments.
Combined UnderwriterssupportingChannel Partner/ Reseller/ DistributorInsurance partner providing wide range of insurance solutions including Home Insurance, Car Insurance, and Business/Association Insurance.
AJR Insurance GroupsupportingChannel Partner/ Reseller/ DistributorIndependent agency partner offering top national carrier health and dental group plans at competitive prices.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Private Client Group competitors and assessment

Company assessment

Direct peers

Steward Partners: Independent, multi-affiliated wealth management firm serving HNW individuals, families and business owners with integrated financial planning, investment advisory and insurance solutions. Closely comparable to PCG in model, client mix and growth posture.
Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, tax, estate and retirement plan services to HNW clients and business owners. Comparable to PCG in client focus and 360° planning proposition, but at materially larger scale.
Snowden Lane Partners: Independent, multi-custodian wealth advisory firm serving HNW households and business owners with integrated planning, investment and insurance solutions. Closely comparable in size range, business model and target client to PCG.
Cresset Capital Management: Private, multi-family office and RIA serving UHNW families, entrepreneurs and business owners with integrated wealth, tax, estate and business advisory. Comparable to PCG in the HNW/business-owner segment and integrated planning value proposition.
HighTower Advisors: Independent advisor platform aggregating RIAs serving HNW individuals and families. Closely comparable to PCG in serving affluent clients with integrated planning, but operates as a multi-firm platform rather than a single practice.
Perigon Wealth Management: Independent, multi-affiliated wealth management firm offering holistic financial planning, investment management and insurance solutions to HNW individuals, families and business owners. Closely comparable in structure, client focus and integrated service offering to PCG.
Sanctuary Wealth: Independent advisor platform partnering with experienced wealth teams to deliver comprehensive planning, investment and insurance solutions to HNW clients. Comparable in serving relationship-driven, integrated advisory practices similar to PCG.

Broad incumbents

Raymond James Financial: Diversified financial services firm with a large Private Client Group serving HNW clients through a network of advisors. Overlaps with PCG's service scope (planning, investments, insurance, retirement) but at vastly greater scale and as a publicly traded incumbent.
Merrill Lynch Wealth Management: Bank-owned wealth management franchise offering investment advisory, retirement, insurance and banking services to affluent and HNW clients. Comparable client segment and integrated service mix to PCG, but at institutional scale.
Edward Jones: National broker-dealer with a relationship-based advisor model serving mass-affluent and HNW clients with financial planning, investments and insurance. Comparable relationship-driven delivery model to PCG, but operating at massive scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Private Client Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Private Client Group leadership team

Management profile

Number of profiles

Profiles30 records

Private Client Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Private Client Group M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Private Client Group

What does Private Client Group do?

Is Private Client Group a public or private company?

Private Client Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Private Client Group founded?

Private Client Group was founded in -1. It employs 11 to 50 people.

Where is Private Client Group based?

Private Client Group is headquartered in Miami, United States, in the North America region.

How does Private Client Group make money?

Four revenue lines are on record. Securities Sales are the primary driver. The others are investment Advisory Services, annuity and Insurance Products and financial Planning.

Who are Private Client Group's main competitors?

Direct peers on record are Steward Partners, Mariner Wealth Advisors, Snowden Lane Partners, Cresset Capital Management, HighTower Advisors, Perigon Wealth Management and Sanctuary Wealth. Broad incumbents are Raymond James Financial, Merrill Lynch Wealth Management and Edward Jones.

Does Private Client Group have an API?

No public API is recorded for Private Client Group.

What industry is Private Client Group in?

Private Client Group's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.