Wiser Advisor
Wiser Advisor Group is a Phoenix-based Registered Investment Adviser founded in 2023, delivering personalized financial planning, wealth management, and investment advisory services to families, business owners, and nonprofit organizations across the Phoenix metropolitan area via LPL Financial's broker-dealer platform.
- Company typePrivate
- Founded2023
- HeadquartersPhoenix, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Wiser Advisor does
Wiser Advisor Group is a privately held Registered Investment Adviser (RIA) headquartered at 4616 E Sunset Drive, Phoenix, Arizona. Founded in 2023 and operating with 1-10 employees, the firm delivers personalized financial planning, wealth management, retirement planning, estate planning, investment management, tax planning, and insurance strategy services to three client segments: families and individuals seeking generational wealth creation; business owners and corporations requiring exit planning, corporate benefit plan design, and M&A advisory; and non-profit organizations needing investment reserves management, retirement plan administration, and planned giving support.
The firm's product portfolio spans core financial planning plus specialized offerings such as Self-Directed 401(k) Plans, Cash Management Services, and Private Placement Life Insurance, supplemented by educational content including a weekly market commentary sourced from LPL Research, a Tidbits newsletter, a blog, and a resource library with calculators and videos. There is no proprietary technology stack; all infrastructure is delivered through third-party platforms including LPL Financial (broker-dealer and custody), FMG Suite (website and content), and AccountViewOnline (client portal).
The business operates on a relationship-based, sales-led go-to-market model with consultation-driven client acquisition through direct outreach, community involvement in Phoenix-area charitable events, and professional referrals. Revenue is generated through advisory fees and/or commissions on financial products (insurance, stocks, mutual funds). Pricing is not publicly disclosed and is structured as customized multi-year engagements. The firm is led by founder Larry Lytle (recognized on Money.com's Top 80 Financial Planners 2024 list) alongside a four-advisor team with segment-specific specializations.
Wiser Advisor firmographics
Firmographics- Name
- Wiser Advisor
- Legal name
- Wiser Advisor Group
- Website
- https://wiser-advisor.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wiser Advisor Group is a Phoenix-based Registered Investment Adviser founded in 2023, delivering personalized financial planning, wealth management, and investment advisory services to families, business owners, and nonprofit organizations across the Phoenix metropolitan area via LPL Financial's broker-dealer platform.
- Ownership category
- akta.pro rank
Wiser Advisor industry classification
Industry- 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
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Wiser Advisor is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wiser Advisor business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: The firm operates as a Registered Investment Adviser (RIA) providing personalized financial planning and wealth management services. Revenue is generated through advisory fees and/or commissions on financial products such as insurance, stocks, and mutual funds as indicated on their contact information.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized financial advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Wiser Advisor product offering
Product offeringCore offering
Wiser Advisor is a Registered Investment Adviser that provides holistic financial planning and wealth management to families, business owners, and nonprofit organizations. Its core practice covers retirement planning, estate planning, investment management, tax planning, and insurance strategies, supplemented by specialized business-owner services (corporate benefit plans, self-directed 401(k), cash management, M&A and exit strategy advisory) and nonprofit services (investment management, retirement plan management, and planned giving). All advisory services are delivered through the LPL Financial platform by a team of five advisors.
Product overview
Wiser Advisor Group operates as a comprehensive financial advisory firm offering a unified platform of wealth management and financial planning services. The core offering centers on Financial Planning & Wealth Management, supported by specialized services including Retirement Planning, Estate Planning, Investment Management, Tax Planning, and Insurance Strategies. For business owners, the firm provides Corporate Services covering benefit plans, M&A advising, and exit strategies. Nonprofits receive dedicated services including investment management for reserves and foundations, retirement plan administration, and planned giving assistance. The firm also provides educational resources through a Weekly Market Commentary and Resource Library featuring calculators, articles, and videos.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning & Wealth Management
Companies that use Wiser Advisor
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Wiser Advisor technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wiser Advisor partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights3 records
Wiser Advisor competitors and assessment
Company assessmentDirect peers
- Ritholtz Wealth Management: Independent RIA offering personalized financial planning and investment management to HNW individuals and families. Comparable scale and planning-led RIA model, with similar reliance on content marketing and reputation-driven client acquisition.
- Modern Wealth Management: RIA providing financial planning, investment management, tax, and estate services to high-net-worth families and business owners. Directly comparable as a planning-first RIA serving similar client segments with a multi-advisor team model.
- Sanctuary Wealth: RIA platform empowering independent financial advisors with comprehensive planning, investment, and broker-dealer support. Comparable as an RIA-affiliated advisory firm providing bespoke planning to HNW families and business owners through advisor-led delivery.
Broad incumbents
- Mercer Advisors: National RIA offering comprehensive financial planning, investment management, and retirement plan services to families, business owners, and nonprofits. Overlapping service catalog and multi-segment RIA positioning make it a relevant scaled comparable.
- Edward Jones: Large incumbent wealth manager with extensive financial advisor footprint, comprehensive planning services, and retirement plan offerings for individuals and businesses. Competes for the same families, business owners, and corporate retirement plan relationships in the Phoenix market.
- Focus Financial Partners: Leading RIA partnership platform supporting independent advisory firms with planning, investment, and exit/business-owner services. Comparable because both serve HNW families, business owners, and corporate retirement plans through a planning-led RIA model.
- Carson Group: Large RIA platform serving financial advisors and end clients with comprehensive financial planning, investment management, and business-owner services. Comparable because both operate as planning-led RIAs with multi-segment client strategies and broker-dealer partnerships.
- Mariner Wealth Advisors: National wealth advisory firm providing financial planning, investment management, retirement plan services, and nonprofit/家族 office offerings. Directly comparable operating model with multi-segment RIA services including dedicated nonprofit investment management.
- Creative Planning: Large, national RIA offering comprehensive financial planning, retirement, estate, and investment management to families, business owners, and institutions. Same RIA-led financial planning model serving overlapping client segments with similar service breadth.
Emerging players
- Facet Wealth: Digital-first financial planning firm delivering personalized planning to HNW individuals and families. Comparable as a tech-enabled planning-led RIA targeting similar client needs, though with a different delivery model than Wiser Advisor's in-person advisory approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Wiser Advisor social profiles
Digital presenceWiser Advisor compliance and trust
Trust signalCompliance2 records
Wiser Advisor financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wiser Advisor leadership team
Management profileNumber of profiles
Profiles5 records
Wiser Advisor funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wiser Advisor 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 Wiser Advisor
What does Wiser Advisor do?
Wiser Advisor is a Registered Investment Adviser that provides holistic financial planning and wealth management to families, business owners, and nonprofit organizations. Its core practice covers retirement planning, estate planning, investment management, tax planning, and insurance strategies, supplemented by specialized business-owner services (corporate benefit plans, self-directed 401(k), cash management, M&A and exit strategy advisory) and nonprofit services (investment management, retirement plan management, and planned giving). All advisory services are delivered through the LPL Financial platform by a team of five advisors.
Is Wiser Advisor a public or private company?
Wiser Advisor is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wiser Advisor founded?
Wiser Advisor was founded in 2023. It employs 1 to 10 people.
Where is Wiser Advisor based?
Wiser Advisor is headquartered in Phoenix, United States, in the North America region.
How does Wiser Advisor make money?
One revenue line is on record: financial Advisory Services.
Who are Wiser Advisor's main competitors?
Direct peers on record are Ritholtz Wealth Management, Modern Wealth Management and Sanctuary Wealth. Broad incumbents are Mercer Advisors, Edward Jones, Focus Financial Partners, Carson Group, Mariner Wealth Advisors and Creative Planning. Facet Wealth is listed as an emerging player.
Does Wiser Advisor have an API?
No public API is recorded for Wiser Advisor.
What industry is Wiser Advisor in?
Wiser Advisor's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.