RHL Group

Name

RHL Group

Legal name

RHL Group, LLC

Website

https://rhlgroup.us

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

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), Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

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

Headquarters

HQ city

Holly

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Fee-based advisory services where the firm acts as a fiduciary, putting client interests ahead of their own. The firm focuses on goals and aspirations rather than product sales or commission-based portfolios.
2. Insurance Products: Life insurance, umbrella liability, and other insurance products as part of comprehensive financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

RHL Group is a fee-based, SEC Registered Investment Advisor that delivers personalized wealth management, investment planning, retirement planning, insurance planning, and 401(k) plan services to individuals, families, and small business owners in Michigan, Florida, and Texas. The firm operates under a fiduciary model focused on coordinated, long-term financial planning rather than commission-based product sales.

Product overview

RHL Group is a financial advisory firm offering a unified suite of wealth management services. The core offerings include Wealth Management, Investment Planning (utilizing ETF portfolios with technical analysis), Retirement/Financial Planning, Insurance Planning, and 401(k) Plan services for businesses. The Resource Center serves as an educational companion providing articles, calculators, videos, and tools across estate, investment, insurance, retirement, tax, money, and lifestyle topics. The firm operates as a personalized, relationship-focused advisory practice rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Coordinated wealth management services for fee-based clients focused on aligning financial affairs, reducing taxes, and maximizing family legacy through estate and business planning. Targets individuals, families, and business owners.
• Investment Planning Investment management and portfolio construction using ETF portfolios with Dorsey Wright methodologies, point-and-figure charting, and relative strength analysis. Designed for individuals, families, and small business clients of the firm.
• Retirement and Financial Planning Retirement planning services covering Social Security optimization, 401(k) strategies, IRA management, and comprehensive retirement income planning. Targets individuals and families approaching or in retirement.
• Insurance Planning Insurance planning services covering life insurance, umbrella liability, disability insurance, and Medicare planning to protect families from the financial consequences of unexpected events. Targets individuals and families.
• 401(k) Plans for Businesses Business retirement plan services including 401(k), Profit Sharing, and SIMPLE IRA plan design, review of investment choices, employee meetings, and investment management. Targets small business owners.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• SchwabsupportingTechnology or IntegrationSchwab provides client login and account access portal for RHL Group clients to manage their investment accounts.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cambridge Investment Research: Independent RIA and broker-dealer supporting holistic financial planning, retirement plan services, and insurance for individuals and small businesses — closely aligned to RHL's advisory and 401(k) business mix.
• Creative Financial Group: Independent mid-sized RIA offering fee-based comprehensive financial planning, retirement planning, and investment management for individuals and small business owners — comparable in scale and service scope to RHL Group.
• LPL Financial: Largest independent broker-dealer supporting RIAs and financial advisors with investment, retirement, and insurance services; comparable as a direct competitor for client assets and advisor talent in the mass-affluent segment.
• Raymond James Financial Services: Independent advisor channel serving individuals and families with comprehensive financial planning and investment management — directly comparable to RHL's relationship-led, fee-based advisory model for mass-affluent clients.
• Cetera Financial Group: Independent broker-dealer supporting thousands of advisors with retirement, investment, and insurance planning services; directly comparable firm-model structure to how RHL delivers its multi-service wealth offerings.

Emerging players

• Betterment: Leading digital wealth manager offering automated investment management and retirement planning; emerging competitor for younger mass-affluent prospects considering low-fee alternatives to traditional RIAs like RHL.
• Vanguard Personal Advisor Services: Hybrid robo-plus-human advisory service delivering goal-based investment and retirement planning at low cost; emerging direct competitor for RHL's fee-based advisory services in the mass-affluent and retirement segments.

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's wealth advisory and robo-advisor services compete for the same investor dollars; RHL already leverages Schwab custody, making Schwab both a partner and a direct competitor in fee-based advisory.
• Edward Jones: Large national financial advisory firm with thousands of local branch advisors serving individuals and families with personalized financial planning; comparable to RHL in serving mass-affluent clients via relationship-led advisory, but vastly larger scale.
• Fidelity Wealth Services: Fidelity's wealth management and Fidelity Go services target affluent and mass-affluent investors with similar investment planning, retirement, and estate services offered by RHL — a broad incumbent with a much larger product shelf.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/rhlgorup

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 RHL Group