Arky & Miller Financial Group

Name

Arky & Miller Financial Group

Legal name

Arky & Miller Financial Group, LLC

Website

https://arkymillerfg.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAA

Comprehensive/Full-Service RIAs & Independent Wealth Managers

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAK

Digital/Hybrid Robo-Wealth & Retirement Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEAAAI

Family Office Advisory (Single/Multi-Family)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning
• Estate planning services
• Investment advisory

Headquarters

HQ city

Chapel Hill

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based financial planning and wealth management advisory services delivered through an independent registered investment advisor structure. Services include investment management, retirement planning, estate planning, tax planning, and insurance advisory. Advisory services are offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Arky & Miller Financial Group is an independent financial services firm that delivers values-based, comprehensive financial planning and wealth management services to individuals, families, and businesses. The practice provides integrated advisory across investment management, retirement planning, estate planning, tax planning, and insurance advisory under a purpose-driven framework, supported by educational content and interactive financial calculators.

Product overview

Arky & Miller Financial Group is an independent financial services firm offering a unified platform of financial planning and wealth management services. The core offering consists of comprehensive financial planning, investment advisory, retirement planning, estate planning, insurance services, and tax planning. The firm provides these services alongside an extensive library of interactive financial calculators covering retirement, investment, insurance, tax, estate, money, and lifestyle categories. The service portfolio is designed to support individuals, families, and businesses in planning for their financial futures with values-based, unbiased advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive, values-based financial planning services that help individuals, families, and businesses coordinate investment, retirement, estate, tax, and insurance decisions under a single integrated plan.
• Wealth Management Ongoing investment and wealth management services with access to a wide array of financial solutions, delivered through an SEC-registered advisory infrastructure under Concurrent Investment Advisors, LLC.
• Investment Advisory Investment guidance covering stocks, bonds, mutual funds, ESG investing, and socially responsible investing principles, delivered as part of the firm's overall advisory relationship.
• Retirement Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Concurrent Investment Advisors, LLCcoreImplementation/ SI/ Consulting PartnerSEC Registered Investment Advisor providing the regulatory umbrella and investment advisory infrastructure for Arky & Miller Financial Group. The firm operates as a dba under Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC and d/b/a Arky & Miller Financial Group, LLC are not affiliated companies, indicating a licensed franchise or co-branding arrangement.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Creative Planning: Large national independent RIA offering comprehensive financial planning, investment management, tax, estate, and retirement services to individuals and families. Comparable to Arky & Miller in the full-service independent RIA model, but at vastly greater scale and geographic reach.
• Mariner Wealth Advisors: National independent RIA providing comprehensive financial planning, investment advisory, retirement, tax, and estate services. Comparable in service breadth and independent RIA positioning, with a roll-up acquisition model that targets firms like Arky & Miller.
• Carson Group: National RIA and wealth management firm providing financial planning, investment, and business consulting services to advisors and clients. Comparable in offering comprehensive planning and wealth services, while operating a partnership/acquisition model attractive to firms like Arky & Miller.
• Edelman Financial Engines: One of the largest independent RIAs in the US, providing financial planning, investment management, and retirement services to individuals. Comparable in independent RIA structure and comprehensive planning focus, though at much larger scale.
• Commonwealth Financial Network: Independent broker-dealer and RIA network supporting affiliated advisors with compliance, technology, and operations infrastructure. Comparable to the Arky/Concurrent arrangement as an alternative RIA sponsor model for small independent practices.
• Fisher Investments: Large independent investment management and financial planning firm serving individuals and institutions. Comparable as an independent RIA, though focused primarily on investment management rather than local relationship-based planning.
• Charles Schwab: Major brokerage, RIA custodian, and wealth management firm offering Schwab Intelligent Portfolios and advisor-served wealth services. Relevant as both a potential RIA custodian and as a broad incumbent offering overlapping planning and investment capabilities.

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA delivering comprehensive financial planning, investment management, and tax services to individuals and families. Closely comparable to Arky & Miller in business model, fee-only structure, and full-service independent RIA positioning.

Others

• Focus Financial Partners: Partnership model consolidator of independent RIAs and wealth management firms. Relevant as a potential strategic acquirer/partner for Arky & Miller given the firm's small size, established client book, and independent RIA positioning.

Emerging players

• Betterment: Leading digital wealth management and robo-advisor platform offering automated investment and retirement planning to mass-affluent clients. Comparable as a fee-based wealth advisory offering, but competes on digital self-service rather than advisor-led relationships.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ArkyMillerFG
• Facebookfacebook.com/arkymillerfg

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arky & Miller Financial Group