The High Net Worth Advisory Group
The High Net Worth Advisory Group is a Naples, Florida-based private wealth advisory firm founded in 2020, providing asset management and retirement planning services to high-net-worth individuals through a small, principal-led team headed by Managing Partner Howard Jordan.
- Company typePrivate
- Founded2020
- HeadquartersNaples, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The High Net Worth Advisory Group does
The High Net Worth Advisory Group is a Naples, Florida-based private wealth advisory firm founded in 2020 that provides asset management and retirement planning services to high-net-worth individuals. The firm operates with a small team (1–10 employees) under a principal-led model, with Howard Jordan serving as Managing Partner. Its stated scope is asset management and retirement planning, which is consistent with a boutique registered investment advisor serving affluent households in Southwest Florida.
The firm's public surface is limited: its website (highnetworthadvisorygroup.com) exists but, during source collection, displayed only a loading/verification page with no accessible content on services, pricing, team bios, or disclosures. No products, technology stack, fee schedule, AUM, client count, or regulatory registration details are documented in the available material. As a result, the underlying business mechanics — fee model, minimum investable assets, custody arrangements, custodian partnerships, or compliance registrations — cannot be verified from the provided data.
Given the absence of disclosed revenue, funding, partnerships, customer logos, or product information, the investment-relevant picture is constrained to firmographic fundamentals: a very small, recently founded, privately held advisory practice led by a single named principal, with no verifiable signals of growth trajectory, differentiation, or scale beyond what the firm's name and stated service categories imply.
The High Net Worth Advisory Group firmographics
Firmographics- Name
- The High Net Worth Advisory Group
- Website
- https://highnetworthadvisorygroup.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The High Net Worth Advisory Group is a Naples, Florida-based private wealth advisory firm founded in 2020, providing asset management and retirement planning services to high-net-worth individuals through a small, principal-led team headed by Managing Partner Howard Jordan.
- Ownership category
- akta.pro rank
The High Net Worth Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where The High Net Worth Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Naples
- HQ country
- United States
- HQ region
- North America
Markets served
The High Net Worth Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
The High Net Worth Advisory Group product offering
Product offeringCore offering
The High Net Worth Advisory Group provides asset management and retirement planning services. It is a small private advisory firm based in Naples, Florida that serves high net worth individuals with personalized wealth and retirement strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management Asset management services for high net worth clients, covering investment portfolio oversight and strategy.
- Retirement Planning Retirement planning services designed to help high net worth individuals structure income, savings, and withdrawals for retirement.
Companies that use The High Net Worth Advisory Group
Customer profileIdeal customer profiles1 record
The High Net Worth Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The High Net Worth Advisory Group partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights1 record
The High Net Worth Advisory Group competitors and assessment
Company assessmentDirect peers
- Glassman Wealth Services: Boutique RIA providing personalized wealth management and retirement planning for HNW individuals and families — a close size-and-model analogue to the subject firm.
- First Manhattan Co. Private investment advisory and wealth management firm serving HNW families with portfolio management, retirement, and estate planning — comparable HNW advisory boutique.
- Buckingham Strategic Wealth: RIA offering evidence-based wealth management and retirement planning for HNW clients; comparable service model and target client profile to the subject firm.
- Creative Planning: Large RIA providing wealth management and retirement planning to HNW individuals and families, comparable in service mix (asset management + retirement planning) but at vastly greater scale.
- Bessemer Trust: Private banking and UHNW wealth advisory firm offering investment management, retirement, and estate planning — directly comparable to the subject firm's stated HNW advisory focus.
- Cresset Capital: Multi-family office and private wealth firm serving HNW/UHNW clients with investment advisory and wealth planning services, aligned with the subject firm's stated mandate.
Broad incumbents
- Fisher Investments: Large global investment advisor focused on HNW discretionary portfolio management, directly comparable in offering but a much larger incumbent.
- Hightower Advisors: National RIA platform supporting boutique wealth advisory practices serving HNW clients with retirement, investment, and financial planning — operates in the same category but at far greater scale.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors offering wealth and retirement advisory services — same category, different scale and channel.
- Edelman Financial Engines: National RIA combining retirement plan advice (401(k)) with personal wealth management, closely aligned with the subject's retirement planning + asset management mix.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
The High Net Worth Advisory Group social profiles
Digital presenceThe High Net Worth Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The High Net Worth Advisory Group leadership team
Management profileNumber of profiles
Profiles1 record
The High Net Worth Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The High Net Worth 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 The High Net Worth Advisory Group
What does The High Net Worth Advisory Group do?
The High Net Worth Advisory Group provides asset management and retirement planning services. It is a small private advisory firm based in Naples, Florida that serves high net worth individuals with personalized wealth and retirement strategies.
When was The High Net Worth Advisory Group founded?
The High Net Worth Advisory Group was founded in 2020. It employs 1 to 10 people.
Where is The High Net Worth Advisory Group based?
The High Net Worth Advisory Group is headquartered in Naples, United States, in the North America region.
Who are The High Net Worth Advisory Group's main competitors?
Direct peers on record are Glassman Wealth Services, First Manhattan Co., Buckingham Strategic Wealth, Creative Planning, Bessemer Trust and Cresset Capital. Broad incumbents are Fisher Investments, Hightower Advisors, Cambridge Investment Research and Edelman Financial Engines.
Does The High Net Worth Advisory Group have an API?
No public API is recorded for The High Net Worth Advisory Group.
What industry is The High Net Worth Advisory Group in?
The High Net Worth Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.