GM Advisory Group
GM Advisory Group is a private, boutique registered investment advisor founded in 2004 in Melville, NY, providing wealth management, tax planning, risk management, and estate planning to individuals and families, now affiliated with Wealthspire Advisors.
- Company typePrivate
- Founded2004
- HeadquartersMelville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What GM Advisory Group does
GM Advisory Group is a privately held registered investment advisor founded in 2004 and headquartered in Melville, New York. The firm, led by founder and managing principal Frank Marzano, provides wealth and investment management, tax planning, risk management, and generational/estate planning services to individuals, families, and related client segments. It operates with a small team of 11–50 employees, consistent with a high-touch, boutique advisory model.
The firm does not publicly disclose its pricing, AUM, or product technology stack, and no proprietary software, mobile app, or API platform is referenced. The firm's website (gmadvisorygroup.com) currently redirects to Wealthspire Advisors, with UTM parameters (utm_source=WelcomeGMAG) indicating a formal client transition or partnership arrangement with the larger multi-state RIA. GM Advisory Group also appears in SEC 13F-style institutional holdings data, showing active positions in ETFs (iShares 0-3 Month Treasury Bond ETF / SGOV) and single-name equities (Qualcomm / QCOM), consistent with discretionary management of client portfolios.
Revenue mechanics for the firm follow the standard RIA model: asset-based advisory fees on managed client portfolios, supplemented by fees for tax, estate, and financial planning services. The relationship with Wealthspire suggests potential access to expanded investment capabilities, multi-state office footprint (13+ states), and outsourced CIO services, though the precise commercial and equity terms of the arrangement are not disclosed.
GM Advisory Group firmographics
Firmographics- Name
- GM Advisory Group
- Website
- https://gmadvisorygroup.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GM Advisory Group is a private, boutique registered investment advisor founded in 2004 in Melville, NY, providing wealth management, tax planning, risk management, and estate planning to individuals and families, now affiliated with Wealthspire Advisors.
- Ownership category
- akta.pro rank
GM Advisory Group industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where GM Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Melville
- HQ country
- United States
- HQ region
- North America
Markets served
GM Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
GM Advisory Group product offering
Product offeringCore offering
GM Advisory Group provides wealth and investment management, tax planning, risk management, and generational and estate planning services. The firm manages client portfolios that include public securities and ETFs and operates as a registered investment adviser serving individual and family clients in the United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth and Investment Management Discretionary and advisory management of client investment portfolios across public equities and ETFs, for individual and family clients of the firm.
- Tax Planning
- Risk Management
- Generational and Estate Planning
Companies that use GM Advisory Group
Customer profileIdeal customer profiles2 records
GM Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
GM Advisory Group partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights2 records
GM Advisory Group competitors and assessment
Company assessmentDirect peers
- Wealthspire Advisors: Wealthspire is a national RIA offering wealth management, financial planning, and family office services; GM Advisory Group's website redirects into Wealthspire, indicating a direct platform/affiliation relationship.
- Synergy Asset Management: Synergy Asset Management is an RIA managing client portfolios; it appeared alongside GMAG in SGOV filings, indicating directly comparable ETF-based portfolio management activity.
- Cerity Partners: Cerity Partners is a national wealth management and investment advisory firm; it appeared alongside GMAG in SGOV filings, evidencing similar ETF-sleeve institutional portfolio management.
- Brighton Jones: Brighton Jones is a multi-family office providing wealth management and financial planning; it appeared alongside GMAG in QCOM position filings, reflecting comparable institutional investment management activity.
- Sivia Capital Partners: Sivia Capital Partners is an RIA providing personalized wealth management; it appeared alongside GMAG in QCOM filings, indicating directly comparable advisory services for HNW clients.
- Revolve Wealth Partners: Revolve Wealth Partners is an independent RIA offering financial planning and investment management; it appeared alongside GMAG in QCOM filings as a similarly sized peer advisor.
- Johnson Financial Group: Johnson Financial Group provides wealth and investment advisory services; it appeared alongside GMAG in QCOM filings, placing it in the same institutional-investor peer cohort.
Broad incumbents
- Robinhood Asset Management: Robinhood Asset Management is a large, retail-facing asset manager; it appeared alongside GMAG in SGOV filings but operates at vastly greater scale with a different customer profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
GM Advisory Group social profiles
Digital presenceGM Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
GM Advisory Group leadership team
Management profileNumber of profiles
Profiles1 record
GM Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GM 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 GM Advisory Group
What does GM Advisory Group do?
GM Advisory Group provides wealth and investment management, tax planning, risk management, and generational and estate planning services. The firm manages client portfolios that include public securities and ETFs and operates as a registered investment adviser serving individual and family clients in the United States.
Is GM Advisory Group a public or private company?
GM Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GM Advisory Group founded?
GM Advisory Group was founded in 2004. It employs 11 to 50 people.
Where is GM Advisory Group based?
GM Advisory Group is headquartered in Melville, United States, in the North America region.
Who are GM Advisory Group's main competitors?
Direct peers on record are Wealthspire Advisors, Synergy Asset Management, Cerity Partners, Brighton Jones, Sivia Capital Partners, Revolve Wealth Partners and Johnson Financial Group. Robinhood Asset Management is listed as a broad incumbent.
Does GM Advisory Group have an API?
No public API is recorded for GM Advisory Group.
What industry is GM Advisory Group in?
GM Advisory Group's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.