Astorino Financial Group

Name

Astorino Financial Group

Legal name

Astorino Financial Group

Website

https://astorinofinancialgroup.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

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

Headquarters

HQ city

Fairfield

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, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: Fee-based financial planning services delivered through securities and advisory offerings via LPL Financial, a registered investment advisor. Services include comprehensive wealth management, retirement planning, tax planning, estate planning, and investment management tailored to individual client needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Astorino Financial Group is a private financial advisory firm that delivers comprehensive wealth management and financial planning services to individuals, families, business owners, and corporate executives. Offerings are organized around a signature "Wealth For Life Plan" framework spanning investment, retirement, tax, estate, college, philanthropic, business-succession, and corporate-executive planning. Securities and advisory services are executed through LPL Financial, a registered investment advisor and broker-dealer, while the firm itself provides the personalized strategy, consultation, and ongoing client engagement.

Product overview

Astorino Financial Group is a financial advisory firm offering a comprehensive suite of financial planning services under a unified Wealth For Life Plan framework. The firm provides nine core service offerings including College Planning, Corporate Executives Financial Planning, Estate Planning, Investment Planning, Women Investment Planning, Philanthropic Solutions, Planning for Business Owners, Retirement Planning, and Tax Planning. These services are delivered through a four-phase wealth management process (Discover, Design, Preserve) and supplemented with educational content resources including a free Retire Happy eBook, the Wealth and Wisdom Podcast, and an extensive library of financial calculators. The firm operates through a partnership with LPL Financial (a registered investment advisor and broker-dealer) for securities and advisory services.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth For Life Plan: The firm's signature client planning experience designed to help clients use their wealth to design a financially-independent future

Products and services

• Wealth For Life Plan The firm's signature client planning experience designed to help clients use their wealth to design a financially independent future, delivered through a four-phase wealth management process (Discover, Design, Preserve) and ongoing progress meetings. Tailored to individual client values, goals, and relationships.
• Investment Planning Customized investing strategies tailored to individual risk profiles and financial goals, delivered within the Wealth For Life Plan via LPL Financial brokerage infrastructure.
• Retirement Planning Comprehensive retirement planning including Social Security optimization, income distribution strategies, and generational transfer planning for individuals and families approaching or in retirement.
• Tax Planning Strategic tax planning services for high-net-worth individuals including gifting strategies, income splitting, charitable giving, trust utilization, tax-loss harvesting, and tax-efficient investments.
• Estate Planning Comprehensive estate planning services including wills, trusts, and generational wealth transfer strategies.
• College Planning Financial planning services focused on education funding strategies for families preparing for college expenses.
• Planning for Business Owners Tax-advantaged strategies for entrepreneurs to retain wealth while facilitating business expansion or succession planning.
• Corporate Executives Financial Planning Specialized financial planning for corporate executives to maximize corporate income and achieve a sustainable, fulfilling life, covering stock options, deferred compensation, and executive benefits.
• Women Investment Planning Specialized financial planning services addressing the unique needs and considerations of women investors, including longevity planning and values-aligned investing.
• Philanthropic Solutions Charitable giving strategies including donor-advised funds, charitable remainder trusts, and qualified charitable distributions to support clients' philanthropic goals while achieving tax benefits.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and supporting.

• LPL FinancialcoreStrategic or Co-development PartnerSecurities and advisory services offered through LPL Financial, a registered investment advisor and FINRA/SIPC member. LPL Financial is one of the nation's largest independent broker-dealers, providing the regulatory and custodial infrastructure for the firm's advisory services.
• The Private Trust Company N.A.coreStrategic or Co-development PartnerAn affiliate of LPL Financial offering access to Trust Services. The Private Trust Company N.A. provides trust management and estate planning services integrated with the firm's wealth management offerings.
• City National RochdalesupportingTechnology or IntegrationPartner providing account access through secure online portal for clients to view their investment accounts and financial data.
• LPL Account ViewsupportingTechnology or IntegrationOnline account access platform provided through LPL Financial for clients to view and manage their brokerage accounts.
• Financial Life Planning ToolssupportingTechnology or Integrationmyflptools.com platform providing financial life planning tools and resources for client use.
• LPL ResearchcoreStrategic or Co-development PartnerResearch division providing market insights, economic forecasts, and investment research to support the firm's financial planning recommendations. Includes lessons learned commentaries and market outlook analysis.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW individuals and families. It is directly comparable to Astorino as a fee-based advisory firm delivering holistic financial planning services, though at much greater scale.
• Mariner Wealth Advisors: Mariner Wealth Advisors is an independent RIA providing financial planning, investment management, tax, and estate services to HNW clients, families, and business owners. It mirrors Astorino's persona-based segmentation and fee-based advisory model, with comparable specialization in executives and business owner planning.
• Carson Group: Carson Group is a wealth management firm serving financial advisors and HNW clients with holistic financial planning, tax, and investment services. Comparable to Astorino in values-based planning philosophy and persona segmentation, including business owners and women investors.
• Fisher Investments: Fisher Investments is an independent money management firm serving HNW individuals, families, and institutions with personalized portfolio management and financial planning. It mirrors Astorino's fee-based advisory delivery to HNW households, with a more investment-management-centric model.
• Wealth Enhancement Group: Wealth Enhancement Group is an independent wealth management firm offering financial planning, investment, tax, and estate services primarily to HNW individuals and retirees. It shares Astorino's consultative planning approach and retirement-income focus, with a similar LPL-aligned operating model.
• Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs serving HNW individuals with wealth advisory, tax, and estate services. Astorino is comparable in service offering and client base; Focus represents a potential roll-up acquirer for a small founder-led practice.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., providing financial planning, investment management, and retirement advice to individuals and families. Comparable to Astorino in core planning services, though significantly larger and more technology-enabled.

Regional players

• Cetera Advisor Networks: Cetera Advisor Networks is a large independent broker-dealer supporting independent financial advisors with compliance, technology, and product infrastructure. While not a direct advisory competitor, Cetera is comparable to LPL Financial (Astorino's platform partner) and shapes the operating economics of practices like Astorino's.

Broad incumbents

• Morgan Stanley Wealth Management: Morgan Stanley Wealth Management is one of the largest U.S. wealth management franchises, providing investment advisory, financial planning, and retirement services to HNW and UHNW clients. Comparable to Astorino in serving executives and business owners, but at vastly greater scale and brand reach.
• Goldman Sachs Personal Financial Management: Goldman Sachs Personal Financial Management delivers wealth advisory, retirement, and estate planning to HNW individuals. It is a broad incumbent offering overlapping capabilities to Astorino's HNW and executive client base, but as part of a much larger financial services franchise.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubefeeds.captivate.fm/wisdom-and-wealth
• Xx.com/astorinogroup
• Facebookfacebook.com/astorinofinancialgroup

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 Astorino Financial Group