Aileron Investment Advisors

What Aileron Investment Advisors does

Aileron Investment Advisors is an independent, privately-held financial planning firm headquartered in Suwanee, Georgia, founded in 1980 by Bill Porter and now operated as a multi-generational family practice with his daughter Cindi Porter, CFP®. The firm delivers comprehensive financial planning, retirement planning, investment management, estate planning, tax strategies, and insurance solutions to individual and corporate clients, with services encompassing a broad product catalog including retirement accounts (Traditional/Roth/SIMPLE/SEP IRAs, 401(k)s, 412(i) Plans), investment vehicles (stocks, corporate and municipal bonds, mutual funds, REITs, Treasuries, limited partnerships), and an extensive insurance shelf (fixed, indexed, variable, and term life insurance; disability, long-term care, and health insurance; fixed and index annuities).

The firm operates without proprietary technology and relies on industry-standard financial planning and investment advisory tools. Securities and advisory services are routed through a core channel partnership with Madison Avenue Securities, LLC (MAS), an unaffiliated FINRA/SIPC registered investment adviser, which provides the regulatory and compliance infrastructure for transactions. Client engagement is relationship-driven: consultations are conducted in person at the Suwanee office or via phone and email, supported by a digital resource center that includes articles, videos, calculators, and a 200+ term financial glossary.

The business model is fee- and commission-based, with revenue generated through personalized financial planning fees, investment advisory fees, and product commissions on the instruments sold. The firm holds advisory licensing across 21 U.S. states (AL, AZ, CO, FL, GA, IL, KS, KY, MO, MS, NC, NE, NV, OH, OR, SC, TN, TX, VA, WA, WI) and serves clients in multiple countries, while concentrating operations at a single Suwanee headquarters staffed by 1-10 employees.

Name

Aileron Investment Advisors

Legal name

Aileron Investment Advisors

Website

https://investwithaia.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Aileron Investment Advisors is an independent, family-owned financial planning firm in Suwanee, Georgia, founded in 1980, that delivers retirement, investment, estate, tax, and insurance planning services to individual and corporate clients across 21 U.S. states.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

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

Headquarters

HQ city

Suwanee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Advisory Fees: Revenue generated through comprehensive financial planning services, investment advisory fees, and commissions on financial products sold including stocks, bonds, mutual funds, annuities, and insurance products. Services offered include retirement planning, estate planning, tax strategies, and insurance solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Aileron Investment Advisors is a full-service independent financial planning firm that provides comprehensive retirement planning, investment advisory, estate planning, tax strategies, and insurance solutions tailored to individual client needs. The firm offers a broad product shelf including retirement accounts, stocks, bonds, mutual funds, annuities, and life insurance products, delivered through personalized, relationship-based advisory engagements. Securities execution is handled through Madison Avenue Securities, LLC, a separate registered investment adviser.

Product overview

Aileron Investment Advisors is a full-service independent financial planning firm offering a comprehensive suite of investment and insurance products. The firm's product portfolio centers on retirement accounts (Traditional IRAs, Roth IRAs, Simple IRAs, 401(K)s, SEP IRAs, 412(i) Plans), investment products (stocks, bonds, mutual funds, municipal bonds, REITs, treasuries, limited partnerships), and insurance products (fixed/indexed/variable/term life insurance, disability insurance, long-term care insurance, fixed/index annuities, health insurance). The firm provides financial planning services including retirement planning, estate planning, investment management, and tax strategies. As an independent firm, they have full access to many products without corporate directives to sell proprietary products, allowing them to choose products tailored to each client's needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning services including retirement planning, investment management, estate planning, tax strategies, and insurance planning tailored to individual client needs and long-term goals.
• Estate Planning Estate planning services enabling clients to control distribution of wealth after death, manage healthcare wishes, and designate someone to manage financial affairs.
• Retirement Accounts (IRAs and 401(k)s) Retirement account offerings including Traditional IRAs, Roth IRAs, Simple IRAs, SEP IRAs, 401(k)s, and 412(i) Plans, providing tax-advantaged retirement savings vehicles for individuals and small businesses.
• Investment Products Investment product offerings including stocks, corporate bonds, mutual funds, municipal bonds, REITs (Real Estate Investment Trusts), Treasuries, and limited partnerships for diversified portfolio construction.
• Insurance Products Insurance product offerings including fixed annuities, index annuities, universal life insurance, indexed life insurance, variable life insurance, term life insurance, disability insurance, long-term care insurance, and individual & group health insurance.

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

Partnerships

One partnership is on record.

• Madison Avenue Securities, LLC (MAS)coreChannel Partner/ Reseller/ DistributorSecurities and advisory services are offered through Madison Avenue Securities, LLC (MAS), a registered investment adviser and Member FINRA/SIPC. MAS and Aileron Investment Advisors are not affiliated companies. MAS provides the regulatory and compliance infrastructure for securities transactions.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Edelman Financial Services: National independent RIA offering financial planning, investment advisory, and insurance/annuity solutions to individuals. Comparable independent, fee-based RIA positioning with insurance-integration, though at much larger scale than Aileron.
• Vanguard Personal Advisor Services: Hybrid robo-plus-human advisory service from Vanguard targeting mass-affluent and HNW clients with low-cost investment management and financial planning. The principal fee-based competition for traditional RIAs like Aileron.
• Schwab Intelligent Portfolios Premium: Charles Schwab's hybrid automated-plus-CFP advisory offering for individual investors. Direct competitor for Aileron's mass-affluent financial planning clients with a lower-fee digital-plus-human model.
• Mariner Wealth Advisors: Independent RIA platform serving HNW individuals with comprehensive financial planning, investment, tax, and estate services. Same independent-fee-based RIA model as Aileron with broader institutional-style service offering.
• Creative Planning: Large-scale independent RIA providing comprehensive financial planning, investment management, and tax/estate services to HNW individuals. Similar independent-RIA model and product breadth, but at substantially greater scale than Aileron.
• Fisher Investments: Large independent investment advisory firm serving HNW individuals with portfolio management and financial planning. Comparable independent-RIA category and individual-client focus, though Aileron offers a much broader insurance/retirement product suite.

Direct peers

• Facet Wealth: Digital-first independent RIA serving individuals with financial planning and investment advisory services via a virtual model. Directly comparable to Aileron's fee-based RIA offering for individuals, with similar cross-product insurance and retirement focus.
• Personal Capital (Empower Personal Advisory): Hybrid digital-plus-human RIA offering comprehensive financial planning, investment management, and retirement planning to mass-affluent and HNW individuals — directly comparable service mix to Aileron's financial planning and investment advisory bundle.

Others

• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting independent financial advisors with compliance, technology, and product access — analogous role to Madison Avenue Securities for Aileron. Comparable independent-advisor infrastructure peer.
• Cetera Financial Group: Independent broker-dealer and RIA custodian supporting independent financial advisors and small advisory practices. Functional analog to MAS, serving as the back-office and product-distribution infrastructure for independent RIAs similar in scale to Aileron.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aileron-investment-advisors

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 Aileron Investment Advisors