The Hartshorne Group

What The Hartshorne Group does

The Hartshorne Group is a private U.S. financial services operating company headquartered in Red Bank, New Jersey, founded in 1984. The detailed source material centers on Maridea Wealth Management, a closely affiliated independent advisory firm structured under Maridea Holdings LLC (Delaware). The group operates as an SEC-registered investment advisor with a multi-entity architecture spanning Maridea Wealth Management LLC (MWM), Maridea Insurance Company LLC (MIC), Maridea Tax and Business Services LLC (MTBS), and Gagni Wealth Management LLC (a Texas-based wholly owned subsidiary). MWM operates under the trade names Vitalstone Financial and Heritage Financial Strategies, indicating a multi-brand distribution model.

The firm's core offering is fee-based wealth management delivered to high-net-worth individuals and families, with explicit segmentation across business owners, founders, professionals, retirees, families, and philanthropists. Services include financial planning, investment management, insurance and risk management, retirement planning, and multi-generational wealth transfer. The underlying technology stack is built entirely on third-party platform integrations rather than proprietary systems: Black Diamond for portfolio reporting, eMoney for goal-based financial planning, AdvicePay for billing, and custody/brokerage relationships with Charles Schwab, Fidelity, Interactive Brokers, and Pershing.

The business model is a subscription / fee-based recurring revenue model tied to assets under management, supplemented by professional service fees from insurance and tax lines. The go-to-market is sales-led, driven by advisor recruitment and client referrals, with earned-media placements in Yahoo Finance, Bloomberg, Forbes, Fox Business, CNBC, and MarketWatch serving as the primary top-of-funnel marketing channel. Geographic reach is multi-state within the U.S., with explicit operating restrictions limited to states where the firm is not registered or exempt.

Name

The Hartshorne Group

Legal name

Maridea Holdings LLC

Website

https://hartshornegroup.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

The Hartshorne Group is a private U.S. financial services company (founded 1984) affiliated with Maridea Wealth Management, an SEC-registered independent RIA providing fee-based investment management, financial planning, insurance, and tax services to high-net-worth individuals, families, business owners, and founders across multiple U.S. states.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning advice
• Investment advisory
• Retirement planning
• Insurance risk management

Headquarters

HQ city

Red Bank

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: SEC-registered investment advisory services providing portfolio management and investment guidance to clients, generating fee-based revenue for asset management.
2. Wealth Management Services: Comprehensive wealth management including financial planning, retirement planning, and multi-generational planning services.
3. Insurance Services: Insurance and risk management services through Maridea Insurance Company LLC (MIC) for tailored coverage plans.
4. Tax and Business Services: Tax preparation and business services offered through Maridea Tax and Business Services LLC (MTBS).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

The Hartshorne Group is a private financial services consultancy that delivers wealth management, financial planning, investment advisory, retirement and multi-generational planning, insurance and risk management, and tax and business services. It serves high-net-worth individuals, families, business owners, founders, professionals, and retirees through SEC-registered investment advisory relationships supported by integrated third-party custodian, planning, and reporting platforms.

Product overview

No products or services information available in the source data. The source content is about Maridea Wealth Management, a wealth management firm, not The Hartshorne Group.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service combining financial planning, investment management, retirement and multi-generational planning, and insurance and risk management for high-net-worth individuals, families, business owners, founders, professionals, and retirees.
• Financial Planning Expertly crafted financial planning services that align client goals, tax strategy, assets, and estate planning strategies to deliver a secure financial future.
• Investment Management Industry-leading portfolio management service that uses diversified capital management strategies to maximize returns while minimizing risk for client investment portfolios.
• Insurance & Risk Management Comprehensive insurance and risk management services that safeguard and enhance client financial portfolios through tailored coverage plans and risk management strategies.
• Retirement & Multi-Generational Planning Comprehensive retirement and multi-generational planning services that ensure clients' financial security and preserve legacy across generations.
• Tax and Business Services Tax preparation and business services offered to individuals and entities, providing coordinated tax strategy alongside wealth and investment services.

Named customers3 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Gagni Wealth Management LLCcoreStrategic or Co-development PartnerWholly owned subsidiary of MWM, a Texas state-registered investment advisor providing investment advisory services to clients nationwide. Founded in 2007 by Marc and Allison Gagni.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, and estate planning to HNW clients — comparable full-service advisory model with deeper resources and broader national reach.
• LPL Financial: Largest independent broker-dealer in the US, providing custody, technology, and practice management to independent advisors — broader incumbent offering similar advisor-platform services at much greater scale.
• Edelman Financial Engines: Large independent RIA combining human advisors with digital planning tools to serve mass-affluent and HNW clients — comparable hybrid advisory model and use of eMoney-style planning platforms.

Direct peers

• Wealth Enhancement Group: Independent RIA that has grown via advisor recruitment and acquisitions of regional wealth firms, offering comprehensive planning, tax, and investment services — closely comparable roll-up playbook.
• Hightower Advisors: National RIA built through advisor recruitment and tuck-in M&A, offering wealth management, planning, and corporate services — directly comparable roll-up strategy and HNW client focus.
• Sanctuary Wealth: Independent wealth platform built for high-end advisors and teams transitioning from wirehouses, offering custody, technology, and operational support — closely comparable advisor-recruitment model.
• Commonwealth Financial Network: Private, independent RIA and broker-dealer supporting independent financial advisors with planning technology, custody integrations, and wealth management solutions — closely aligned with MWM's hybrid platform approach.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting independent financial advisors with practice management, technology, and compliance infrastructure — directly comparable in serving breakaway and independent advisors.
• Focus Financial Partners: Leading RIA consolidator that partners with independent wealth management firms, offering custody, technology, and back-office support — directly comparable to Maridea's advisor-recruitment and integration model, but at much greater scale.
• Cetera Financial Group: Independent advisor network providing wealth management, investment advisory, and insurance services to financial professionals and their clients — comparable multi-service platform serving independent advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/maridea-wealth-management/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 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 The Hartshorne Group