ICG Next
ICG Next is a privately held, fee-only financial advisory firm founded in 2002, serving multigenerational families, business owners, and high-net-worth professionals across the Northeastern US through a 125:1 advisor-to-client wealth management model delivered on LPL Financial's platform.
- Company typePrivate
- Founded2002
- HeadquartersSpring Lake, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What ICG Next does
ICG Next is a privately held, fee-only financial advisory firm founded in 2002 by Michael Bonevento, CFP, ChFC, CLU, headquartered in Wall Township, New Jersey with a secondary office in Melville, New York. The firm serves multigenerational families, business owners, high-net-worth professionals (physicians, attorneys, engineers, executives), and pre-retirees/retirees across the Northeastern US, with advisors registered to serve clients in 31 states and jurisdictions. Its core offering is a unified wealth management suite spanning financial planning, investment management, legacy and estate planning, college planning, insurance, group employee benefits, and employer-sponsored retirement plans, delivered through a high-touch advisory model that the firm highlights as a 125:1 advisor-to-client ratio versus an industry average exceeding 400:1.
The firm's underlying technology stack is provided through its core operating partnership with LPL Financial, a registered investment advisor and broker-dealer (FINRA/SIPC member), which supplies the brokerage platform, trading infrastructure, regulatory framework, and account administration tooling, including the AccountView client portal. ICG Next itself does not operate proprietary technology beyond its content marketing assets (blog, podcast, YouTube channel, newsletters). Revenue is generated through a single flat quarterly assets-under-management fee disclosed on client statements, with no commissions, loads, or transaction charges on securities, aligning advisor compensation with long-term client account growth. Client acquisition runs through direct advisor outreach, community engagement, content marketing, and referrals, supported by minimum annual formal review meetings and dedicated administrative staff.
ICG Next firmographics
Firmographics- Name
- ICG Next
- Legal name
- ICG Next
- Website
- https://icgnext.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ICG Next is a privately held, fee-only financial advisory firm founded in 2002, serving multigenerational families, business owners, and high-net-worth professionals across the Northeastern US through a 125:1 advisor-to-client wealth management model delivered on LPL Financial's platform.
- Ownership category
- akta.pro rank
Where ICG Next is headquartered
LocationHeadquarters
- HQ city
- Spring Lake
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
ICG Next business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Assets Under Management (AUM) Fee: ICG Next primarily uses an assets-under-management fee structure with a single flat quarterly fee disclosed on account statements. The advisor's compensation is tied to the value of the client's account over time rather than to individual transactions, designed to help align the firm's interests with clients. There are no commissions, loads, or transaction charges on securities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Assets Under Management Fee - fee-only advisory model |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
ICG Next product offering
Product offeringCore offering
ICG Next is a fee-only financial advisory firm that delivers comprehensive wealth management and financial planning services to multigenerational families. Its core offerings include Financial Planning, Investment Management, Legacy & Estate Planning, College Planning, Insurance, Group Employee Benefits, and Employer Sponsored Retirement Plans, all delivered through personalized advisor relationships and supported by LPL Financial's brokerage and custodial platform.
Product overview
ICG Next is a financial advisory firm offering a unified suite of wealth management and financial planning services. The core offering combines Financial Planning, Investment Management, Legacy & Estate Planning, College Planning, Insurance, Group Employee Benefits, and Employer Sponsored Retirement Plans. The firm operates on a comprehensive planning process designed to address the distinct needs of every generation, serving multigenerational families. All services are provided through their partnership with LPL Financial, a registered investment advisor.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Advisor-to-client ratio of 125 to 1 vs industry average exceeding 400 to 1
- +1 more outcomes
Companies that use ICG Next
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles5 records
ICG Next technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ICG Next partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreICG Next offers securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA and SIPC. LPL Financial provides the technology platform, brokerage services, and regulatory infrastructure for ICG Next's advisory operations. The firm maintains a formal written succession plan between its managing partners, advisors, and LPL Financial.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
ICG Next competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: A large national RIA offering comprehensive wealth management, financial planning, and estate services to families and business owners, the same fee-based advisory model ICG Next operates at smaller scale.
- Wealth Enhancement Group: A national RIA aggregator delivering integrated financial planning, investment management, and estate planning to affluent households, directly comparable to ICG Next's multigenerational advisory offering.
- Mercer Advisors: A large fee-only RIA providing wealth management, tax, estate, and retirement planning, matching ICG Next's fiduciary, comprehensive-planning positioning on a bigger platform.
- Creative Planning: A major independent RIA offering integrated investment, tax, estate, and insurance planning to high-net-worth families, the same one-stop model ICG Next markets regionally.
- Edelman Financial Engines: A large planning-focused advisory firm serving individuals and pre-retirees with investment management and retirement planning, overlapping ICG Next's core client personas.
- Fisher Investments: An independent money manager providing portfolio management and retirement planning on a fee basis to individual investors, overlapping ICG Next's investment advisory service.
Direct peers
- Carson Group: A network of independent advisory practices providing holistic financial planning and wealth management, closely mirroring ICG Next's advisor-led, fee-based service to families.
Emerging players
- Facet: A subscription-fee CFP-led financial planning firm serving households nationally, comparable to ICG Next's fee-only planning model but delivered digitally.
Others
- LPL Financial: The broker-dealer and RIA platform through which ICG Next offers securities and advisory services; an enabling infrastructure partner rather than a direct competitor.
Regional players
- RegentAtlantic: A New Jersey-based RIA offering wealth management and financial planning to affluent families, competing in ICG Next's home geography with a similar comprehensive-planning model.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
ICG Next social profiles
Digital presenceICG Next financial estimates
Financial estimateRevenue estimate
Valuation estimate
ICG Next leadership team
Management profileNumber of profiles
Profiles4 records
ICG Next funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ICG Next 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 ICG Next
What does ICG Next do?
ICG Next is a fee-only financial advisory firm that delivers comprehensive wealth management and financial planning services to multigenerational families. Its core offerings include Financial Planning, Investment Management, Legacy & Estate Planning, College Planning, Insurance, Group Employee Benefits, and Employer Sponsored Retirement Plans, all delivered through personalized advisor relationships and supported by LPL Financial's brokerage and custodial platform.
Is ICG Next a public or private company?
ICG Next is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ICG Next founded?
ICG Next was founded in 2002. It employs 1 to 10 people.
Where is ICG Next based?
ICG Next is headquartered in Spring Lake, United States, in the North America region.
How does ICG Next make money?
One revenue line is on record: assets Under Management (AUM) Fee.
Who are ICG Next's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Wealth Enhancement Group, Mercer Advisors, Creative Planning, Edelman Financial Engines and Fisher Investments. Carson Group is listed as a direct peer. Facet is listed as an emerging player. LPL Financial is listed as an others. RegentAtlantic is listed as a regional player.
Does ICG Next have an API?
No public API is recorded for ICG Next.