Wilson Advisors

What Wilson Advisors does

Wilson Advisors is a privately held financial advisory firm operating as an LLC, registered under the domain wilsonadvisorsllc.com and headquartered in Southfield, United States. The firm is classified as for-profit, maintains 1-10 employees, and has not pursued a public listing. Its functional role is consistent with the broader U.S. registered investment advisor (RIA) category, providing advisory services to clients, though the supplied material does not specify service lines (e.g., financial planning, wealth management, retirement planning), client segments (retail vs. HNW vs. institutional), or regulatory registrations (SEC vs. state-registered).

The available source material does not detail the firm's core products, fee structure, or underlying technology platform. No integrations, proprietary tools, product launches, or technology partnerships are documented in the aggregated data. The only external reference in the input is a generic dot-market.org article titled "How to Choose the Right Investment Advisor," which references wilsonadvisorsllc.com solely as a traffic/referral parameter rather than as substantive coverage of the firm itself. As a result, no specific revenue model mechanics, GTM motion, or pricing approach can be verified from the supplied evidence.

Name

Wilson Advisors

Website

https://wilsonadvisorsllc.com

Company type

Private

Headcount range

1–10 employees

Short description

Wilson Advisors is a privately held, Southfield, U.S.-based financial advisory firm operating as an LLC with 1-10 employees. Its specific service lines, client segments, and fee model are not documented in the available source material.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Financial advisory services
• Investment advisory
• Financial planning
• Personal wealth management
• Retirement planning

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Wilson Advisors is a financial advisory firm that provides investment advisory and personal financial planning services to individual clients. The firm is based in Southfield, Michigan, and operates as a small boutique practice serving clients with their financial decision-making and investment guidance needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Focus Financial Partners: RIA aggregator / consolidator building a network of independent advisory firms. Comparable to Wilson Advisors in that it operates in the fee-based RIA space; relevant as a potential acquirer and as a benchmark for the consolidating boutique-RIA model Wilson Advisors fits into.
• Raymond James Financial Services: Broker-dealer and wealth advisory firm with a large network of independent advisors. Comparable as a competitor and infrastructure analog — its independent-advisor channel competes directly with small RIAs for retail HNW clients while also providing model portfolios and support services boutique firms must source independently.
• Edelman Financial Engines: Large-scale RIA combining financial planning, investment management, and workplace advice. Comparable in investment advisory core services to Wilson Advisors, but with established national infrastructure and a workplace distribution channel that a local boutique cannot match.
• Charles Schwab (RIA custody & Schwab Wealth Advisory): Large brokerage and RIA offering including custody, trading, and direct wealth advisory. Comparable as a competitor for investment advisory clients, and particularly relevant as the likely custodian and back-office technology partner for a small firm like Wilson Advisors.
• Creative Planning: Large RIA providing fee-based investment advisory, retirement, and wealth planning to individuals nationwide. Comparable to Wilson Advisors in core business model (fee-based investment advice to individuals), but vastly larger in scale and scope, serving as the dominant specialist incumbent in the same niche.
• Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory including investment management, financial planning, and tax services. Directly comparable in the fee-based investment advisory model Wilson Advisors operates, with the same target client (individuals and families needing professional portfolio advice), but at substantially larger scale.

Emerging players

• Facet Wealth: Tech-enabled RIA offering flat-fee financial planning and investment advice. Comparable to Wilson Advisors in the fee-based investment advisory offering, but differentiated by a digital delivery model aimed at younger/mass-affluent clients rather than the traditional HNW local advisor approach.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA focusing on evidence-based investment advice and financial planning for individuals and families. Comparable to Wilson Advisors as a similarly-positioned boutique-to-mid-size investment advisory firm serving individual clients with planning-led, advisory-relationship model.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks6 records

Key highlights3 records

Customer concentration

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 Wilson Advisors