CPR Wealth Advisors
- Company typePrivate
- Founded1989
- HeadquartersHudson, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
CPR Wealth Advisors firmographics
Firmographics- Name
- CPR Wealth Advisors
- Legal name
- CPR Wealth Advisors
- Website
- https://cprwealthadvisors.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
CPR Wealth Advisors industry classification
Industry- Product category
- Retirement and Wealth Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where CPR Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Hudson
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CPR Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory and Management Fees: Revenue generated from providing comprehensive financial advisory services including investment management, retirement planning, wealth accumulation and preservation, estate planning, and portfolio management. Services are offered through LPL Financial, a Registered Investment Advisor.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
CPR Wealth Advisors product offering
Product offeringCore offering
CPR Wealth Advisors is a registered investment advisory firm delivering comprehensive retirement and wealth management services to individuals preparing for or in retirement. Core offerings span Retirement Planning, Investment Planning, Wealth Accumulation, Wealth Preservation, Estate Planning, and Portfolio Management, all delivered through in-person consultations by a team of Financial Advisors and supported by LPL Financial's broker-dealer and AccountView portal platform.
Product overview
CPR Wealth Advisors offers a unified suite of wealth management services centered on retirement planning. The firm provides six core financial services: Retirement Planning, Investment Planning, Wealth Accumulation, Wealth Preservation, Estate Planning, and Portfolio Management. These services are supported by a comprehensive educational resource platform that includes an extensive video library and article database covering topics across retirement, investment, estate planning, insurance, tax, and lifestyle financial topics. The firm also offers interactive financial calculators as planning tools. All services are delivered through a team of Financial Advisors and are provided through their affiliation with LPL Financial, a registered investment advisor.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning
- Investment Planning
- Wealth Accumulation
- Wealth Preservation
- Estate Planning
- Portfolio Management
Companies that use CPR Wealth Advisors
Customer profileSegments2 records
Ideal customer profiles2 records
CPR Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
CPR Wealth Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
CPR Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Raymond James Financial: Large diversified financial services firm with an extensive independent advisor channel offering retirement and wealth planning to retail clients. Comparable in customer segment and service suite, but operates as a much larger incumbent across the U.S.
- Ameriprise Financial: Large national financial services firm whose advisor channel serves retail clients with retirement, investment, and estate planning. Overlaps with CPR on services and target customer but operates at vastly greater scale and with a broader product portfolio.
- Focus Financial Partners: Roll-up platform of independent RIAs and wealth management firms, providing fiduciary wealth management and retirement planning to retail clients. Directly relevant as a potential acquirer/comparable for small RIAs like CPR with a recurring AUM-based model.
- Waddell & Reed Financial (Macquarie): Long-standing financial advisory firm (now part of Macquarie Asset Management) with a retail advisor channel focused on retirement and wealth planning. Comparable customer segment and service model to CPR, operating at substantially greater scale.
Direct peers
- Cetera Financial Group: Independent advisor platform supporting independent RIAs and financial advisors with retirement, investment, and estate services. Directly comparable business model to CPR as a hybrid RIA platform, and a direct competitor to LPL Financial.
- Robert W. Baird & Co. Milwaukee-headquartered wealth management firm with a strong Upper Midwest regional presence offering retirement planning, portfolio management, and estate services. Highly comparable geography, client base (pre-retirees/retirees), and service mix to CPR.
- Edward Jones: National retail wealth management firm with a regional-branch model serving pre-retirees and retirees with retirement and estate planning. Closely comparable to CPR in target customer, service mix, and face-to-face advisory delivery, though vastly larger in scale.
- Cambridge Investment Research: Midwest-headquartered (Iowa) independent broker-dealer and RIA platform supporting independent financial advisors in retirement and wealth planning. Directly comparable business model: independent advisors affiliated with a larger platform (analogous to CPR's LPL relationship), serving similar retail clients.
Emerging players
- Creative Planning: Large independent RIA providing comprehensive wealth management including retirement, estate, and tax planning to high-net-worth and mass-affluent individuals. Comparable service offering and target customer to CPR, though significantly larger and more national.
Regional players
- North Star Resource Group: Minneapolis-based financial planning and advisory firm specializing in retirement, tax, and estate planning for individuals and business owners. Highly comparable service mix and target customer to CPR, operating in the same Twin Cities market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
CPR Wealth Advisors social profiles
Digital presenceCPR Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPR Wealth Advisors leadership team
Management profileNumber of profiles
Profiles4 records
CPR Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPR Wealth 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 CPR Wealth Advisors
What does CPR Wealth Advisors do?
CPR Wealth Advisors is a registered investment advisory firm delivering comprehensive retirement and wealth management services to individuals preparing for or in retirement. Core offerings span Retirement Planning, Investment Planning, Wealth Accumulation, Wealth Preservation, Estate Planning, and Portfolio Management, all delivered through in-person consultations by a team of Financial Advisors and supported by LPL Financial's broker-dealer and AccountView portal platform.
Is CPR Wealth Advisors a public or private company?
CPR Wealth Advisors is a private company. It is classified as unknown and is currently operating.
When was CPR Wealth Advisors founded?
CPR Wealth Advisors was founded in 1989. It employs 11 to 50 people.
Where is CPR Wealth Advisors based?
CPR Wealth Advisors is headquartered in Hudson, United States, in the North America region.
How does CPR Wealth Advisors make money?
One revenue line is on record: financial Advisory and Management Fees.
Who are CPR Wealth Advisors's main competitors?
Broad incumbents on record are Raymond James Financial, Ameriprise Financial, Focus Financial Partners and Waddell & Reed Financial (Macquarie). Direct peers are Cetera Financial Group, Robert W. Baird & Co., Edward Jones and Cambridge Investment Research. Creative Planning is listed as an emerging player. North Star Resource Group is listed as a regional player.
Does CPR Wealth Advisors have an API?
No public API is recorded for CPR Wealth Advisors.
What industry is CPR Wealth Advisors in?
CPR Wealth Advisors's product category is Retirement and Wealth Advisory Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.