Lang Investment Group

What Lang Investment Group does

Lang Investment Group is a privately-held wealth advisory firm headquartered at 1899 West Littleton Blvd in Littleton, Colorado, founded in 1995 by Bruce Lang after his executive career in the securities industry. The firm employs a five-person team consisting of Drew Lang (Partner and Managing Director), Todd Lang (CERTIFIED FINANCIAL PLANNER), Gabrielle Sherry (Director, Financial Consultant), Jill Swank (Senior Client Relationship Manager), and Bruce Lang in an emeritus founder capacity. Services span investment planning, retirement planning, insurance and annuities, pension plan consulting, and asset protection/estate planning, delivered as custom-tailored, goal-based financial solutions to pre-retirees, retirees, and high-net-worth individuals and families.

The firm does not develop proprietary technology; it delivers advisory services and operational infrastructure through two core external partnerships. Securities brokerage and investment advisory services are offered through &Partners, LLC, a registered broker-dealer and investment adviser (FINRA/SIPC member). Client assets are custodied at Fidelity Investments via its broker-dealer National Financial Services LLC (NFS), which provides custody, safeguarding, and back-office administrative support. The technology stack is therefore entirely platform-mediated by these partners.

The go-to-market model is enterprise-style direct advisory: relationship-based, by-appointment consultations with prospective clients, supported by a content marketing engine consisting of articles, financial calculators, monthly newsletters, and an animated video library. Customer acquisition relies primarily on the firm's reputation, Barron's advisor recognitions (Bruce Lang in Top 1,000 from 2011-2014; Drew Lang in Top 1,200 from 2015-2019), community involvement in Littleton/Denver, and referrals. Revenue is generated through advisory fees and/or commissions on investment products and services offered via &Partners, with bespoke, client-specific pricing billed annually. The firm operates exclusively in the United States, with services limited to U.S. residents and applicable state licensing requirements.

Name

Lang Investment Group

Legal name

Lang Investment Group

Website

https://langig.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Lang Investment Group is a privately-held wealth advisory firm in Littleton, Colorado, founded in 1995. A five-advisor team delivers custom-tailored investment, retirement, estate, and pension planning services to pre-retirees, retirees, and high-net-worth individuals through &Partners and Fidelity NFS.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Insurance and annuities
• Asset protection

Headquarters

HQ city

Littleton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities and Investment Advisory Services: Lang Investment Group provides securities brokerage and investment advisory services through its association with &Partners, LLC, a registered broker-dealer and investment adviser (FINRA/SIPC member). Revenue is generated through advisory fees and/or commissions on investment products and services offered to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Lang Investment Group is a privately held wealth advisory firm founded in 1995 by Bruce Lang in Littleton, Colorado. The firm provides investment planning, retirement planning, insurance and annuities, pension plans, and asset protection services to individual clients and families, operating through partnerships with &Partners LLC (broker-dealer) and Fidelity NFS (custodian).

Product overview

Lang Investment Group is a wealth advisory firm offering a unified suite of financial services rather than a modular software platform. The core offering consists of investment planning, insurance and annuities, pension plan consulting, investments (via the &Partners/Fidelity platform), retirement planning, and asset protection/estate planning services. These are complemented by educational resources including articles, financial calculators, newsletters, and videos that support client financial literacy.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Personalized investment planning service for individual clients and families, providing portfolio strategy and ongoing investment advice through Lang Investment Group's advisory practice.
• Retirement Planning Retirement planning advisory service helping individual clients prepare for, transition into, and manage income during retirement.
• Insurance and Annuities Advisory and placement services for insurance products and annuities, supporting income, protection, and longevity planning for individual clients.
• Pension Plans Advisory services related to pension plans, assisting clients with pension decisions, rollovers, and integration into broader retirement and income planning.
• Asset Protection Asset protection advisory service focused on safeguarding client wealth through structuring, insurance, and coordinated financial strategies.
• Investments Ongoing investment management and advisory service for clients, with execution through &Partners LLC and custody at Fidelity NFS.

Quantifiable outcome

• Barron's Top 1,000 Financial Advisors recognition for Bruce Lang (2011-2014)
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• &Partners, LLCcoreChannel Partner/ Reseller/ Distributor&Partners, LLC is a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC. Lang Investment Group offers securities and investment advisory services through &Partners. Through this association, the firm provides clients access to a full-service platform with comprehensive wealth management strategies, including investment management, retirement and estate planning, and access to lending services.
• Fidelity Investments / National Financial Services LLCcoreTechnology or IntegrationFidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is the primary custodian for Lang Investment Group client assets. Fidelity is one of the longest-standing private financial services companies in the United States and provides custody and safeguarding of client assets for the firm.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with platform, custody, and technology services. Comparable to Lang's structural model as an independent advisor operating through a third-party B-D/RIA infrastructure provider.
• Focus Financial Partners: Wealth management roll-up platform that acquires and partners with independent RIAs serving HNW clients. Provides a relevant exit/strategic context for Lang as a small, independent, multi-advisor practice in the consolidating RIA landscape.
• Cetera Financial Group: Independent broker-dealer and RIA-supportive platform serving independent financial advisors with custody, compliance, and product access. Closely mirrors the &Partners/Fidelity infrastructure layer that Lang Investment Group relies on, making Cetera a relevant institutional peer.
• Carson Group: Wealth management firm supporting independent financial advisors with coaching, technology, and back-office services for HNW and retirement-focused clients. Directly comparable to Lang's advisor-led, planning-intensive model, but with national partner network.
• Hightower Advisors: National RIA platform that partners with high-net-worth advisory practices, providing technology, custody, compliance, and M&A support. Highly comparable to Lang in offering independent RIA wealth management, but operates at vastly greater scale and consolidates many local firms under a single brand.
• Edward Jones: Large U.S. financial services firm with a community-based, branch-office model serving individual investors and retirees with comprehensive financial planning. Comparable to Lang in client demographic, relationship-driven GTM, and advisor-centric delivery, though structured as a national employee model rather than independent RIA.
• Northwestern Mutual: Large U.S. financial services firm combining investment advisory, insurance, annuities, and retirement planning services through a network of financial advisors. Comparable to Lang's bundling of wealth advisory with insurance/annuity products for HNW and retiree segments.
• Creative Planning: Large independent RIA serving HNW individuals and families with comprehensive financial planning, investment management, tax, and estate services. Directly comparable service offering to Lang Investment Group, but with national reach, in-house technology, and institutional scale.
• Mariner Wealth Advisors: National RIA providing wealth advisory, investment management, retirement plan consulting, and estate services to HNW clients. Closely mirrors Lang's service mix (including pension plan consulting) while operating with significantly broader geographic footprint and scale.

Direct peers

• Ronald Blue Trust: Boutique RIA providing comprehensive financial planning, investment management, and estate/charitable planning for HNW individuals and families. Closest comparable in size, service mix, and advisor-led delivery model to Lang Investment Group, though differentiated by a faith-based planning framework.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Lang Investment Group