Private Advisory Group
Private Advisory Group LLC is an SEC-registered investment adviser managing $1.9B in AUM for 500+ families of founders, executives, and legacy builders via integrated wealth management, family office, and workplace retirement services across Washington and Utah.
- Company typePrivate
- Founded-
- HeadquartersRedmond, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Private Advisory Group does
Private Advisory Group LLC is an SEC-registered investment advisory firm headquartered in Redmond, Washington, with a secondary office in Lehi, Utah. The firm manages approximately $1.9 billion in assets under management across more than 500 client families and employs 20+ professionals and advisors. Its target market consists of high-net-worth individuals and families, specifically founders, business owners, executives, and legacy builders, served through three integrated service lines: Wealth Management, Family Office, and Workplace Retirement.
The firm's defining operational model is an integrated team approach that places the investment advisor, accountant, and attorney within a single engagement, coordinated around the client's financial picture. Technology infrastructure is built on the third-party Orion Advisor client portal for account access, complemented by in-house equity management for portfolio construction. Workplace Retirement services extend into institutional fiduciary work under ERISA Section 3(21) and 3(38). The firm holds SEC registration as an investment adviser and maintains standard fiduciary disclosure obligations, with no AI/ML or proprietary technology differentiation evidenced.
Revenue is generated through recurring, subscription-style fee streams: percentage-based advisory fees on assets under management, family office fees gated by minimum investable asset thresholds, and retirement plan consulting fees based on plan assets or fixed engagements. Go-to-market is relationship-driven via scheduled consultations (Calendly), phone outreach, and website-driven content, with no disclosed public pricing or institutional investors. The firm appears independently owned and led by an executive team that includes CEO Matt Chambers, COO Kitsi Ludeman, and CRO Jon Bishopp, alongside founding advisors Chris Bean and Douglas Bean.
Private Advisory Group firmographics
Firmographics- Name
- Private Advisory Group
- Legal name
- Private Advisory Group LLC
- Website
- https://privateadvisory.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Private Advisory Group LLC is an SEC-registered investment adviser managing $1.9B in AUM for 500+ families of founders, executives, and legacy builders via integrated wealth management, family office, and workplace retirement services across Washington and Utah.
- Ownership category
- akta.pro rank
Private Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Private Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Redmond
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Private Advisory Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assets Under Management (AUM) Advisory Fees: Investment advisory fees based on percentage of assets under management. SEC registered investment adviser providing fiduciary services.
- Family Office Services: Comprehensive family office services with minimum investable asset requirements. Holistic wealth management including investments, taxes, estate, and personal affairs.
- Workplace Retirement Plan Consulting: Fiduciary retirement plan consulting including 3(21) and 3(38) investment manager services. Fees based on plan assets or fixed engagement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Family Office - Minimum investable asset requirement |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Private Advisory Group product offering
Product offeringCore offering
Private Advisory Group is an SEC-registered investment adviser delivering integrated wealth management, multi-family office, and workplace retirement plan consulting services. The firm coordinates investment advisors, accountants, and attorneys on a single team to serve high-net-worth individuals and business owners, and provides fiduciary retirement plan services to employers. It manages approximately $1.9 billion in assets across 500+ families using in-house equity management capabilities and the Orion Advisor client portal.
Product overview
Private Advisory Group is a wealth management firm offering three integrated service lines: Wealth Management (full-service advisory with in-house investment management, tax, and estate services), Family Office (comprehensive multi-family office with concierge services and alternative investment access), and Workplace Retirement (ERISA fiduciary retirement plan consulting). The firm manages $1.9B in assets under management across 500+ families with 20+ professionals. Services are coordinated through an integrated team approach combining advisors, accountants, and attorneys.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- $1.9B in assets under management
- +1 more outcomes
Companies that use Private Advisory Group
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles2 records
Private Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Private Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Orion AdvisorcoreOrion Advisor provides the client access portal used by Private Advisory Group for client account management. Clients access their accounts through login.orionadvisor.com with a unique group identifier.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Private Advisory Group competitors and assessment
Company assessmentDirect peers
- Crestwood Advisors: Boutique RIA offering wealth management and family office services to HNW clients. Comparable in size and integrated advisory positioning, though headquartered in Chicago.
- SignatureFD: Integrated wealth management and family office firm pairing investment advisors, CPAs, and estate specialists for founders, executives, and HNW families. Closely aligned with Private Advisory Group on the 'integrated team' value proposition and HNW founder/executive target.
- Carson Group: RIA serving HNW households with wealth management, family office, and retirement plan consulting — directly mirroring Private Advisory Group's three core product lines and SEC-registered adviser structure.
- Halbert Hargrove: Long-standing RIA providing integrated wealth advisory and family office services to HNW families in the Western U.S. Comparable in scale and the multi-disciplinary advisor team approach.
- Buckingham Strategic Wealth: RIA providing wealth management and retirement plan services to HNW individuals and business owners, with a similar advisor-centric, fee-based model and SEC registration.
- Regent Wealth Partners: RIA providing wealth management and retirement plan consulting to HNW clients and business owners. Comparable size, structure, and SEC-registered investment adviser positioning.
Broad incumbents
- Creative Planning: Large national RIA offering integrated wealth management and family office services to HNW clients. Comparable in core service lines (wealth, family office, retirement) but materially larger in scale; serves Private Advisory Group's aspirational peer set.
- Mariner Wealth Advisors: National wealth advisory firm offering family office and retirement plan consulting to HNW clients. Overlapping capabilities across all three of Private Advisory Group's service lines, but at significantly larger scale.
- Edelman Financial Engines: Large established RIA combining traditional wealth advisory with workplace retirement plan services. Overlaps with Private Advisory Group's wealth management and workplace retirement offerings at substantially greater scale.
- Wealth Enhancement Group: RIA platform offering wealth management and retirement plan services nationally. Competes for the same HNW and business-owner client base through a multi-advisor office model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Private Advisory Group social profiles
Digital presencePrivate Advisory Group compliance and trust
Trust signalCompliance1 record
Private Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Private Advisory Group leadership team
Management profileNumber of profiles
Profiles7 records
Private Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Private Advisory 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 Private Advisory Group
What does Private Advisory Group do?
Private Advisory Group is an SEC-registered investment adviser delivering integrated wealth management, multi-family office, and workplace retirement plan consulting services. The firm coordinates investment advisors, accountants, and attorneys on a single team to serve high-net-worth individuals and business owners, and provides fiduciary retirement plan services to employers. It manages approximately $1.9 billion in assets across 500+ families using in-house equity management capabilities and the Orion Advisor client portal.
Is Private Advisory Group a public or private company?
Private Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Private Advisory Group founded?
Private Advisory Group was founded in -1. It employs 1 to 10 people.
Where is Private Advisory Group based?
Private Advisory Group is headquartered in Redmond, United States, in the North America region.
How does Private Advisory Group make money?
Three revenue lines are on record. Assets Under Management (AUM) Advisory Fees are the primary driver. The others are family Office Services and workplace Retirement Plan Consulting.
Who are Private Advisory Group's main competitors?
Direct peers on record are Crestwood Advisors, SignatureFD, Carson Group, Halbert Hargrove, Buckingham Strategic Wealth and Regent Wealth Partners. Broad incumbents are Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines and Wealth Enhancement Group.
Does Private Advisory Group have an API?
No public API is recorded for Private Advisory Group.
What industry is Private Advisory Group in?
Private Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.