ARGI Financial Group

What ARGI Financial Group does

ARGI Financial Group is a Kentucky-based financial advisory firm founded in 1995 that provides comprehensive wealth management, investment advisory, and financial planning services to high-net-worth individuals, families, business owners, corporations, and institutional clients. The firm operates across three primary client segments: Individuals & Families (wealth management, estate and gift planning, tax planning, insurance planning, trust services, cross-border advisory, and wealth-for-women services); Corporations (workplace financial wellness, executive financial counseling, retirement plan consulting including defined benefit and defined contribution plans, and corporate venture capital); and Institutions (outsourced CIO services and institutional consulting for non-profits and endowments). Revenue is generated through a fee-based model tied to assets under management for investment services and hourly or fixed fees for financial planning engagements, with client segments ranging from sub-$1M to $50M+ in investable assets.

The firm's technology stack is built on third-party platform integrations rather than proprietary technology, encompassing Addepar, Orion, Black Diamond, eMoney, and MoneyGuide Pro for portfolio management and financial planning, along with ShareFile, Box, and DeliverySlip for secure document sharing and communications. Distribution is conducted through a high-touch direct advisory model delivered across 9 office locations in Kentucky (Louisville, Bardstown, Bowling Green, Elizabethtown, Paducah), Ohio (Cincinnati), Michigan (Grand Rapids), Indiana (Indianapolis), and Georgia (Atlanta), supplemented by a concierge intake program that matches prospective clients with appropriate advisors.

ARGI has merged with Cerity Partners, with Cerity serving as the continuing entity. The combined firm operates across 20+ states and has been recognized with the Barron's 2025 Mega Award. ARGI's CEO is Joe Reeves and co-founder Ron Butt. The firm is a private company and operates as a subsidiary of Cerity Partners following the merger. No public revenue, funding, or valuation data is available.

Name

ARGI Financial Group

Legal name

ARGI Financial Group

Website

https://argi.net

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

ARGI Financial Group is a Kentucky-based wealth advisory firm, now a subsidiary of Cerity Partners, serving high-net-worth individuals, families, business owners, corporations, and institutions across nine U.S. offices with fee-based financial planning and investment management.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Wealth management services
• Financial advisory
• Investment management
• Estate planning
• Retirement plan consulting

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Services: ARGI Financial Group generates revenue through comprehensive financial advisory services including wealth management, investment solutions, estate planning, tax planning, insurance planning, and trust services. As a merged entity with Cerity Partners, the firm likely operates on a fee-based model tied to assets under management (AUM) for investment services and hourly or fixed fees for planning engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

ARGI Financial Group is a Kentucky-based financial advisory firm that delivers comprehensive wealth management, investment solutions, estate and gift planning, tax planning and preparation, insurance planning, and trust services. The firm also serves corporations with workplace solutions, retirement plan consulting, and corporate venture capital, and serves institutions with outsourced CIO (OCIO) and institutional consulting services. Following its merger with Cerity Partners, ARGI operates as part of a combined national wealth advisory platform serving clients across multiple asset tiers.

Product overview

ARGI Financial Group operates as a comprehensive financial advisory firm offering a broad portfolio of services organized across three primary client segments: Individuals & Families, Corporations, and Institutions. The firm's flagship Wealth Management service serves individuals and families through multiple specialized offerings including Investment Solutions, Capital Solutions, Estate and Gift Planning, Financial Planning, Insurance Planning & Risk Management, Tax Planning & Preparation, Marital Financial Planning, Cross-Border services, Trust Services, and Wealth for Women. For business owners, the firm provides Business Owner Advisory services including CFO & Accounting Services. The Corporate segment offers Workplace Solutions (Executive and Beneficiary Financial Counseling), Retirement Plan Consulting (Defined Benefit and Defined Contribution), and Corporate Venture Capital services. For institutional clients, the firm provides Cerity Partners OCIO (Outsourced CIO) and Institutional Consulting. Additionally, the Concierge Program offers personalized advisor matching for prospective clients. The firm also maintains client portal integrations with several third-party financial planning and reporting platforms including Addepar, Orion, Black Diamond, eMoney, MoneyGuide Pro, ShareFile, and Box.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services for high-net-worth individuals and families, including investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, tax planning, marital financial planning, cross-border services, trust services, and wealth for women.
• Business Owner Advisory Specialized advisory services for business owners including business owner financial planning and CFO & accounting services, addressing business succession, liquidity events, executive compensation, and personal wealth management.
• Family Office Family office services providing comprehensive financial oversight for affluent families across wealth management, tax, estate, and operational needs.
• Workplace Solutions Corporate workplace financial wellness offerings including executive financial counseling and beneficiary financial counseling for corporate clients and their employees.
• Retirement Plan Consulting Retirement plan consulting for corporations including defined benefit plans and defined contribution services, supporting plan sponsors with fiduciary and plan management needs.
• Corporate Venture Capital Corporate venture capital advisory services for corporations and for entrepreneurs and investors, supporting venture investment strategies.
• Cerity Partners OCIO Outsourced Chief Investment Officer (OCIO) services for institutional clients and non-profit organizations, providing investment policy, asset allocation, and portfolio management.
• Institutional Consulting Institutional consulting services for non-profit organizations and institutions, providing investment advisory, asset allocation, and fiduciary guidance.
• Concierge Program Personalized advisor matching program offering complimentary 30-minute discovery calls to connect prospective clients with suitable financial advisors based on investable assets and financial goals.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• AddeparcoreTechnology or IntegrationInvestment platform integration providing portfolio management and reporting capabilities for ARGI client portfolios.
• OrioncoreTechnology or IntegrationAdvisory platform integration for portfolio accounting, reporting, and client management services.
• Black DiamondcoreTechnology or IntegrationWealth management reporting platform integration for consolidated client reporting.
• eMoneycoreTechnology or IntegrationFinancial planning platform integration for comprehensive financial planning and goal tracking.
• MoneyGuide ProcoreTechnology or IntegrationFinancial planning software integration for goal-based financial planning and scenario analysis.
• Cerity PartnersflagshipStrategic or Co-development PartnerARGI has merged with Cerity Partners to form a combined firm with expanded capabilities, geographic reach, and resources. The merger combines ARGI's regional Kentucky presence with Cerity Partners' national wealth management platform.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Private wealth and investment management firm serving ultra-HNW individuals and families. Comparable target client (HNW), discretionary portfolio management, and trust/estate capabilities.
• Focus Financial Partners: Leading RIA aggregator with hundreds of partner firms providing HNW wealth management. Closely comparable consolidation model and target client profile to ARGI's regional advisory franchise.
• CAPTRUST: Independent investment advisory firm focused on institutional OCIO and corporate retirement plan consulting. Directly comparable to ARGI's institutional OCIO and retirement plan consulting services.
• Edelman Financial Engines: Large national financial advisory firm offering wealth management, retirement plan, and workplace solutions. Comparable across HNW individuals, corporate retirement, and employer-sponsored channels.
• Mercer Advisors: National RIA providing wealth management, estate, tax, and investment advisory to HNW clients. Overlaps with ARGI's comprehensive service stack and multi-office model.
• Hightower Advisors: Multi-affiliate RIA platform serving HNW individuals, families, and institutions through partner firms. Comparable to ARGI's wealth and institutional advisory model and recent RIA roll-up trajectory.
• Mariner Wealth Advisors: National RIA offering HNW wealth management, institutional consulting, and corporate retirement services. Directly comparable to ARGI's multi-segment service mix and fee-based model.
• Wealth Enhancement Group: National wealth management firm offering HNW advisory, retirement plan, and institutional services. Comparable service breadth, fee model, and roll-up acquisition strategy.
• Sanctuary Wealth: Partner-owned RIA platform serving HNW clients through affiliated advisors. Comparable multi-affiliate HNW advisory model and roll-up orientation.

Broad incumbents

• Cerity Partners: ARGI's parent company following the merger. Cerity Partners is a national wealth management, institutional OCIO, and corporate retirement advisory firm with 20+ state presence — directly overlapping in HNW wealth, institutional, and corporate service lines.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/argifinancial
• Facebookfacebook.com/argifinancialgroup
• LinkedInlinkedin.com/company/669333

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments1 record

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

Frequently asked questions about ARGI Financial Group