TFG Advisors
TFG Advisors was a Michigan-based fee-only financial advisory firm serving high-net-worth individuals and families with retirement, investment, tax, estate, and wealth management services, managing approximately $420 million in AUM before being acquired by Credent Wealth Management in July 2025.
- Company typePrivate
- Founded1985
- HeadquartersAuburn Hills, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What TFG Advisors does
TFG Advisors was a Michigan-based financial advisory firm providing comprehensive wealth management services to high-net-worth individuals and families. Founded in 1985 and headquartered in Auburn Hills with offices in the Detroit Metroplex, the firm operated with a small team of 1-10 employees and managed approximately $420 million in assets under management at the time of its acquisition. Its service portfolio spanned eight core categories: retirement planning, investment management, tax-minimization strategies, charitable giving, risk management, multigenerational estate planning, business planning, and high-net-worth investing — all delivered through a relationship-driven, consultative model rather than a technology platform.
The firm generated revenue through recurring advisory fees tied to assets under management, consistent with the standard fee-only RIA economic model. It held no proprietary technology, no software products, and no disclosed APIs or digital platforms; the firm's value proposition rested on advisor expertise and personal client relationships rather than on a differentiated technology stack or data assets. No AI/ML capabilities, research publications, or technology partnerships were disclosed.
In July 2025, TFG Advisors was acquired by Credent Wealth Management, an Indiana-based fee-only registered investment advisor. The transaction brought TFG's $420M AUM and Michigan offices into Credent's platform, lifting combined AUM to nearly $4 billion and extending Credent's geographic footprint into Michigan. Post-acquisition, TFG Advisors ceased operating as an independent entity, with its services and clients absorbed into the Credent brand and infrastructure, including Credent's compliance posture (GIPS).
TFG Advisors firmographics
Firmographics- Name
- TFG Advisors
- Legal name
- TFG Advisors
- Website
- https://tfg-advisors.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- TFG Advisors was a Michigan-based fee-only financial advisory firm serving high-net-worth individuals and families with retirement, investment, tax, estate, and wealth management services, managing approximately $420 million in AUM before being acquired by Credent Wealth Management in July 2025.
- Ownership category
- akta.pro rank
TFG Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
- akta.pro secondary industry
- Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
Keywords
Where TFG Advisors is headquartered
LocationHeadquarters
- HQ city
- Auburn Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TFG Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Advisory Fees: TFG Advisors generated revenue through financial advisory services, likely charging fees based on assets under management (AUM). As a fee-only RIA subsidiary of Credent Wealth Management, the firm operated on a recurring advisory fee structure.
Go-to-market motion1 record
Distribution channels1 record
TFG Advisors product offering
Product offeringCore offering
TFG Advisors is a fee-only financial advisory firm providing wealth management services to high-net-worth individuals and families. Its offerings include retirement planning, investment management, tax-minimization strategies, charitable giving, risk management, multigenerational estate planning, business planning, and high-net-worth investing, delivered through a relationship-driven, team-based advisory model. At the time of acquisition by Credent Wealth Management in July 2025, the firm managed approximately $420 million in assets under management.
Product overview
TFG Advisors is a financial advisory firm that offers a comprehensive suite of wealth management services. Following its acquisition by Credent Wealth Management, TFG Advisors now provides integrated financial planning services including Retirement Planning, Investment Management, Tax-Minimization Strategies, Charitable Giving, Risk Management, Multigenerational Estate Planning, Business Planning, and High-Net-Worth Investing. The firm manages approximately $420 million in assets under management and serves clients in Michigan.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Comprehensive retirement planning services to help clients prepare for and achieve their retirement goals. Targeted at individuals and families seeking retirement readiness.
- Investment Management Professional investment management services to build and manage client portfolios. Targeted at high-net-worth individuals and families.
- Tax-Minimization Strategies Strategies designed to minimize tax liabilities for clients. Targeted at individuals and families seeking tax-efficient wealth management.
- Charitable Giving Guidance on charitable giving strategies and planned giving options. Targeted at high-net-worth individuals and families with philanthropic goals.
- Risk Management Risk assessment and management services to protect client assets. Targeted at individuals and families seeking to safeguard wealth.
- Multigenerational Estate Planning Estate planning services focused on wealth transfer across generations. Targeted at families and high-net-worth individuals with multi-generational wealth transfer goals.
- Business Planning Financial planning services for business owners including succession planning. Targeted at business owners and entrepreneurs.
- High-Net-Worth Investing Specialized investment services for high-net-worth individuals. Targeted at affluent clients with complex investment needs.
Quantifiable outcome
- $420 million in assets under management managed by the firm
Companies that use TFG Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
TFG Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
TFG Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
TFG Advisors competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Mid-sized fee-only RIA serving HNW individuals with comprehensive financial planning — a close comparable in size, model, and client segment to TFG.
- Credent Wealth Management: Indiana-based fee-only RIA that acquired TFG Advisors in July 2025, bringing combined AUM to ~$4B. Same fee-only RIA model serving HNW clients with a near-identical service suite (retirement, investment, tax, estate, charitable, risk management).
- Hightower Advisors: National RIA support and wealth management platform serving HNW clients across many U.S. regions; comparable service model and client segment to TFG, but at substantially greater scale.
- Rockefeller Capital Management: Wealth management and investment advisory firm serving UHNW and HNW families with estate, tax, and multi-generational planning — closely aligned to TFG's service suite.
- Bessemer Trust: Private wealth and investment management firm specializing in HNW and multi-generational families, with deep trust, estate, and family-office capabilities — directly comparable niche to TFG.
- Glenmede: Wealth advisory and investment management firm serving HNW families, foundations, and endowments — comparable HNW/multi-generational client focus and trust-oriented services to TFG.
- Mariner Wealth Advisors: Large, rapidly growing RIA platform providing wealth advisory, financial planning, and estate services to HNW individuals and families — directly comparable offering to TFG's suite.
Broad incumbents
- Edelman Financial Engines: Large, established RIA serving millions of households across mass-affluent and HNW segments with financial planning and investment management — broader, scaled version of TFG's wealth advisory offering.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
TFG Advisors compliance and trust
Trust signalCompliance1 record
TFG Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
TFG Advisors leadership team
Management profileNumber of profiles
TFG Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TFG Advisors 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 TFG Advisors
What does TFG Advisors do?
TFG Advisors is a fee-only financial advisory firm providing wealth management services to high-net-worth individuals and families. Its offerings include retirement planning, investment management, tax-minimization strategies, charitable giving, risk management, multigenerational estate planning, business planning, and high-net-worth investing, delivered through a relationship-driven, team-based advisory model. At the time of acquisition by Credent Wealth Management in July 2025, the firm managed approximately $420 million in assets under management.
Is TFG Advisors a public or private company?
TFG Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was TFG Advisors founded?
TFG Advisors was founded in 1985. It employs 1 to 10 people.
Where is TFG Advisors based?
TFG Advisors is headquartered in Auburn Hills, United States, in the North America region.
How does TFG Advisors make money?
One revenue line is on record: advisory Fees.
Who are TFG Advisors's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Credent Wealth Management, Hightower Advisors, Rockefeller Capital Management, Bessemer Trust, Glenmede and Mariner Wealth Advisors. Edelman Financial Engines is listed as a broad incumbent.
Does TFG Advisors have an API?
No public API is recorded for TFG Advisors.
What industry is TFG Advisors in?
TFG Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting), with a secondary code of FSAAANAL, Fiduciary Agency & Trustee-for-Hire Services. Its NAICS code is 523940 and its SIC code is 6282.