The Money Advisor Group

What The Money Advisor Group does

The Money Advisor Group (TMAG) was a privately held Registered Investment Advisor firm headquartered in Columbus, Georgia, founded and led by Tim Money and the broader Money family. The firm offered holistic wealth management services to high-net-worth individuals and families, with a stated AUM of approximately $300 million at the time of acquisition. Its service suite spanned investment advisory, tax planning, estate planning, retirement planning, special needs planning, and 401(k) plan design for businesses, supported by an advanced reporting and forecasting technology stack.

TMAG served a diversified retail client base including families and individuals, entrepreneurs and business owners, professionals (doctors, lawyers), late-career and retiree households, and — through its now-parent BIP Wealth platform — a niche Baseball Players segment. The business model was AUM-based advisory fees typical of RIAs, with revenue derived from ongoing personalized advisory relationships and recurring fee streams rather than transactional commissions.

The Money Advisor Group has been acquired by BIP Wealth, an Atlanta-based RIA consolidator with $5.5 billion in AUM and a stated goal of reaching $20 billion+ through M&A. BIP Wealth is itself backed by a minority investment from Constellation Wealth Capital. Under the acquisition, the Columbus office and full Money Group Advisor Team were retained, while TMAG clients gained access to BIP's proprietary investment strategies, private market investing opportunities, and broader technology infrastructure. TMAG no longer operates as an independent entity.

Name

The Money Advisor Group

Legal name

The Money Advisor Group

Website

https://tmag2.com

Company type

Private

Operating status

Acquired

Headcount range

11–50 employees

Short description

The Money Advisor Group was a Columbus, Georgia-based Registered Investment Advisor providing holistic wealth management — including investment, tax, estate, retirement, and special-needs planning — to high-net-worth individuals and families, now operating as part of BIP Wealth.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Retirement planning
• Estate planning
• Investment advisory
• Tax planning

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Investment advisory services with ongoing communication and personalized wealth management. Revenue is likely AUM-based (assets under management) given the nature of RIA businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Money Advisor Group provides holistic wealth management combining financial science and industry expertise with tailored advisory services, including private market investments, tax planning, estate planning, special needs planning, and 401(k) plan design for businesses. Following its acquisition by BIP Wealth, TMAG continues to serve clients through the BIP Wealth Columbus office under expanded BIP family resources.

Product overview

The Money Advisor Group, acquired by BIP Wealth, is a wealth management firm that offers a unified suite of advisory services. The core offering centers on Holistic Wealth Management supported by specialized services including Private Investments, Tax Planning, Estate Planning, Special Needs Planning, and 401k Plans For Businesses. As part of the BIP Wealth family, clients also gain access to advanced reporting and forecasting technology tools. The firm serves diverse segments including Families & Individuals, Entrepreneurs & Business Owners, Professionals, Late-Career & Retirees, those experiencing Unexpected Life Events, and Baseball Players.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Wealth Management

Quantifiable outcome

• $5.5B current AUM with goal to reach $20B+ through M&A

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Carson Group: Large RIA-affiliated wealth management platform that partners with and acquires advisory firms. Highly comparable to BIP Wealth's M&A strategy and TMAG's planning-led, multi-office service model serving HNW families and business owners.
• Mercer Advisors: National RIA specializing in holistic financial planning, tax, and estate services for HNW households, built partly through M&A. Comparable to TMAG's holistic planning model and BIP Wealth's acquisition-driven growth.
• Prehmus Financial: Another partner firm in the BIP Wealth network, offering similar holistic wealth management services in a different geography (Peachtree Corners, GA). Closest comparable peer as a sibling entity within the same platform.
• Mariner Wealth Advisors: National RIA consolidator with multi-office presence offering holistic wealth, tax, and estate planning. Comparable to TMAG's full-stack planning model and BIP Wealth's rollup orientation.
• Creative Planning: One of the largest independent RIAs in the US, offering comprehensive financial planning, investment management, and tax services to HNW clients. Comparable to TMAG's holistic planning-led approach and the broader BIP Wealth service stack.
• Sanctuary Wealth: Partnership platform for high-net-worth advisors, enabling independent RIAs to access institutional resources, alternative investments, and back-office support. Highly analogous to BIP Partners, of which TMAG is a member.

Regional players

• Argent Financial Group: Mid-sized independent RIA and trust company based in the Southeast/Mid-South, offering wealth management, trust, and retirement plan services. Geographic and service overlap with TMAG in the Southeast US market.

Emerging players

• Facet Wealth: Hybrid digital RIA combining technology with CFP-led advice for HNW clients. Comparable to TMAG's planning-led value proposition but at a tech-enabled cost structure competing on the same HNW segment.

Broad incumbents

• BIP Wealth: Parent platform of The Money Advisor Group; a $5.5B AUM RIA pursuing an M&A rollup targeting $250M-$1.5B firms. Directly comparable as a multi-office RIA offering holistic wealth management, tax, estate, and private market investing.
• Edelman Financial Engines: Large national RIA offering financial planning and investment management to mass-affluent and HNW clients via advisor relationships. Comparable planning-led delivery model to TMAG though at much greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-money-advisor-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 The Money Advisor Group