Trusted Advisors Investment Counsel

What Trusted Advisors Investment Counsel does

Trusted Advisors Investment Counsel, LLC is a privately held, independent financial advisory firm founded in 1983 by Ronald F. Troyan and headquartered in Cincinnati, Ohio, with a secondary office in Venice, Florida. The firm delivers consultative, concierge-style wealth management, retirement, estate, risk management (insurance), and financial planning services to individual clients and families, with Ronald F. Troyan licensed to serve clients across all 50 U.S. states and the District of Columbia. Services are delivered through licensed Investment Advisor Representatives via an affiliation with Osaic Wealth, Inc. (member FINRA/SIPC), which provides the regulatory and brokerage platform, including a MainAccount client portal.

The firm's core offering is the founder-led advisory relationship, supplemented by a small team (Chadwick D. Troyan as Business Development Manager since 2018 and Peter S. Cain as an affiliated advisor). Product surface spans wealth management, risk management (Life, Disability, Health, and Long-Term Care insurance), financial planning (including a proprietary "bucket plan" approach), estate planning, retirement planning with Social Security advanced filing strategies, corporate and executive benefit packages, and education funding strategies including 529 plans. The supporting technology stack is non-proprietary: a website resource center, more than 40 financial calculators, a 200-term glossary, a tax resources center, and the Osaic-provided MainAccount client portal.

The business model is asset-based and commission-supported advisory fees (recurring subscription-like economics on AUM) plus insurance product commissions, typical of a sole-producer MDRT-caliber practice. There are no funding rounds, no external investors, no subsidiaries, and no proprietary technology or AI capabilities; the firm is bootstrapped and founder-controlled. Marketing is content-driven via the website's resource center, with no social media or paid acquisition signals present in the source data.

Name

Trusted Advisors Investment Counsel

Legal name

Trusted Advisors Investment Counsel, LLC

Website

https://trustedadvisorsic.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Trusted Advisors Investment Counsel is a privately held, founder-led financial advisory firm founded in 1983 that delivers concierge wealth management, retirement, estate, insurance, and financial planning services to individual clients and families nationwide through an Osaic Wealth affiliation.

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), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

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

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel

Revenue model

1. Investment Advisory Services: Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Fees are likely based on assets under management or advisory service agreements.
2. Insurance Products: Insurance products including Life, Disability, Health, and Long-Term Care insurance offered as part of comprehensive financial planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Trusted Advisors Investment Counsel provides comprehensive financial planning and wealth management services to individual clients and families across the United States. Core offerings include Wealth Management (investment strategies and portfolio management), Risk Management (Life, Disability, Health, and Long-Term Care insurance), Financial Planning (including a proprietary "bucket plan" strategy), Estate Planning, and Retirement Planning with Social Security advanced filing strategies. Securities and investment advisory services are delivered through Osaic Wealth, Inc., the firm's affiliated broker-dealer.

Product overview

Trusted Advisors Investment Counsel offers a comprehensive suite of financial advisory services through an integrated platform of core products and supporting tools. The core offerings include Wealth Management (investment strategies and portfolio management), Risk Management (insurance products including Life, Disability, Health, and Long Term Care), Financial Planning (including the proprietary bucket plan strategy), Estate Planning, and Retirement Planning with Social Security advanced filing strategies. These core services are supported by digital tools including a Financial Calculators suite (40+ calculators), a Financial Glossary (200+ entries), and Tax Resources center. The company also provides specialized services for corporate/executive benefit packages and education funding (529 Plans).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management

Quantifiable outcome

• Top 1% industry recognition through MDRT membership

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer/RIA serving mid-sized independent financial advisor practices; provides the same type of regulatory platform, custody, and back-office infrastructure that Trusted Advisors obtains from Osaic Wealth.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth, tax, estate, and insurance planning — direct overlap with Trusted Advisors' service mix but operating at significantly greater scale via an acquisition-led growth model.
• Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors with compliance and practice management resources; competes in the same affiliation-channel space as Osaic Wealth for independent advisor practices of Trusted Advisors' profile.
• Advisor Group (now Osaic): Parent entity of Osaic Wealth, Inc. — Trusted Advisors' regulatory and brokerage partner. Directly comparable as the broker-dealer umbrella under which this practice operates.
• Hightower Advisors: RIA partnership model that acquires and supports independent advisor practices; comparable in service breadth (wealth, estate, retirement, insurance) and in the type of advisor it would target for partnership or acquisition.
• Northwestern Mutual: Large insurance-and-investment integrated firm whose financial advisors deliver planning, wealth management, and insurance products under one roof — same integrated service model Trusted Advisors uses, but at vastly greater scale and brand recognition.
• LPL Financial: The largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with compliance, custody, and technology infrastructure — the same role Osaic Wealth plays for Trusted Advisors Investment Counsel, but at vastly larger scale.
• Creative Planning: Large national RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and families — directly comparable service mix to Trusted Advisors, but at vastly greater scale.
• Cetera Financial Group: Independent broker-dealer network serving thousands of financial professionals with wealth management and advisory infrastructure, comparable in business model to the Osaic Wealth affiliation that underpins Trusted Advisors.

Direct peers

• Carson Wealth: Independent RIA serving individual and family clients with holistic wealth management, insurance, estate, and retirement planning; closest model comparable to Trusted Advisors' concierge, planning-led approach, though materially larger.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/TrustedAdvIC
• Facebookfacebook.com/TrustedAdvisorsIC
• LinkedInlinkedin.com/company/trusted-advisors-investment-counsel

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Trusted Advisors Investment Counsel