Advisory Group West

Name

Advisory Group West

Legal name

Advisory Group West

Website

https://advisorygroupwest.com

Company type

Private

Founded year

1977

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 (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Family Business & Succession Advisory (FSAAADAL)

Keywords

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

Headquarters

HQ city

Glendale

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 Fees: Following the complimentary Cornerstone Vissions™ Strategy Sessions, clients engage the firm for financial planning services under a proposed planning fee based on individual needs and interests. The firm describes a comprehensive financial planning process with no single stated price.
2. Investment Management / Advisory Fees: The firm offers investment planning services through Commonwealth Financial Network's fee-based advisory platform, generating advisory fees on managed assets. Commonwealth's Advisory Solutions team supports fee-based platform consulting.
3. Securities and Insurance Commissions: Registered Representative Robert Donaldson offers securities and advisory services through Commonwealth Financial Network (Member FINRA/SIPC). Fixed insurance products and services are offered separately. Commission-based insurance products complement fee-based advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Advisory Group West is an independent wealth management firm that delivers holistic financial planning services to California residents, integrating asset protection, lifetime income planning, diversified investment management, estate preservation, tax reduction, and business succession planning. Engagements begin with a complimentary two-session Cornerstone Vissions™ strategy process that aligns financial priorities with personal values, followed by ongoing advisory services delivered via Commonwealth Financial Network's fee-based platform.

Product overview

Advisory Group West is an independent wealth management firm offering holistic financial planning services. The core offering is the Cornerstone Vissions™ Strategy Sessions process, which leads into four integrated service pillars: Financial Planning (coordinating all financial components), Investment Planning (asset protection, lifetime income, diversified investments), Retirement Planning (pre-retiree and retiree services), and Estate Planning (structure, transfer costs, legacy). Additional services include Business Succession Planning, Tax Reduction Strategies, and Public Speaking engagements. The firm operates as a service-based advisory practice rather than a technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning service that integrates resources across asset protection, savings, income plans, and estate preservation to help clients organize, prioritize, and optimize their financial lives. Targeted at individuals and families seeking coordinated financial guidance.
• Investment Planning Investment planning service comprising three stages: asset protection (right-sizing protection strategies), lifetime income plans, and diversified investments managed for tax-efficient growth opportunities. For clients seeking coordinated investment management and tax-aware portfolio construction.
• Retirement Planning Retirement planning services for pre-retirees and retirees including income/expense review, savings trajectory analysis, pension coordination, Social Security optimization, tax-reduction strategies, and healthcare expense planning.
• Estate Planning Estate planning services covering three stages: improving estate structure with better-informed choices, reducing estate transfer costs, and legacy planning for beneficiaries.
• Business Succession Planning Business succession planning services for owners looking to transfer interests internally to key employees/partners or externally through business sales.
• Tax Reduction Strategies Tax planning services including tax-efficient asset allocation, tax-managed portfolio design, strategic cash flow development, capital gains management, tax-loss harvesting, and charitable gifting strategies.
• Cornerstone Vissions™ Strategy Sessions A two-part complimentary strategy session process that helps clients discover, envision, and verbalize their financial values, priorities, and missions, creating a tangible deliverable illustrating their unique goals and milestones. Session 1 focuses on envisioning values and an inventory of resources; Session 2 identifies obstacles and proposes planning solutions.

Quantifiable outcome

• Clients gain increased confidence that their plan is built to protect income and assets
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Commonwealth Financial NetworkcoreTechnology or IntegrationAdvisory Group West offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth provides the broker-dealer and RIA custodial platform, investment research (through Commonwealth's Investment Management and Research team), retirement consulting (through the Strategic Retirement Solutions team), advanced planning support, and the Preferred Portfolio Services® (PPS) Select managed account program. The firm works with Commonwealth's research, retirement, planning, and advisory solutions teams.

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Edward Jones: Large U.S. wealth management firm with a branch-based financial advisor model serving mass-affluent and HNW individuals. Comparable in target customer (pre-retirees, retirees, business owners) and holistic financial planning offering, though operating at vastly greater scale and as a captive firm rather than independent.
• Fisher Investments: Large independent RIA primarily focused on portfolio management for HNW individuals and institutional clients. Comparable in independent (non-wirehouse) advisory positioning and HNW client focus, though concentrated on investment management rather than full holistic planning.
• Northwestern Mutual: Major U.S. financial services firm combining insurance, investment, and holistic financial planning for individuals and business owners. Comparable in target segments (pre-retirees, business owners) and integrated financial planning + asset protection + estate planning offering.
• Mariner Wealth Advisors: National independent wealth advisory firm built largely through acquisitions of small RIA practices. Comparable in target client (HNW individuals, business owners) and comprehensive planning offerings, and representative of the consolidation pressure facing small independents like Advisory Group West.
• Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel serving HNW and retirement-age clients. Comparable in offering comprehensive financial planning, retirement, and estate services through affiliated independent advisors.
• Commonwealth Financial Network: The independent broker-dealer and RIA platform through which Advisory Group West delivers securities and advisory services. Comparable because Commonwealth provides the very platform, research, and managed-account infrastructure that small affiliated practices like Advisory Group West rely on; it is the structural backbone of their operating model.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors with custodial, RIA, and advisory platform services. Directly comparable to Advisory Group West's affiliation model — small practices operating under a larger independent broker-dealer umbrella.
• Creative Planning: One of the largest U.S. independent RIAs, providing holistic wealth management, retirement, estate, and tax planning to HNW individuals and business owners. Comparable in service mix and HNW/pre-retiree target market, though operating at far greater scale and with proprietary technology.

Emerging players

• Carson Group: Growing RIA platform that partners with independent advisors, providing business coaching, technology, and investment platform support. Comparable in serving independent advisors targeting HNW clients, but with a partnership/scaling model distinct from Advisory Group West's solo-founder structure.
• Facet Wealth: Tech-enabled hybrid RIA delivering financial planning and investment management digitally with assigned advisors. Comparable as a competitor for HNW clients seeking modern advisory relationships, though it competes via technology and lower fees rather than in-person service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/AdvisoryGrpWest
• Facebookfacebook.com/AdvisoryGroupWest
• LinkedInlinkedin.com/company/advisory-group-west

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Advisory Group West