Quigley Financial
Quigley Financial is a US-based private wealth management firm headquartered in Peachtree City, Georgia. It serves individuals and small businesses with a staff of 101 to 250 employees.
- Company typePrivate
- Founded-
- HeadquartersPeachtree City, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
Quigley Financial firmographics
Firmographics- Name
- Quigley Financial
- Website
- https://quigleyfinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Quigley Financial is a US-based private wealth management firm headquartered in Peachtree City, Georgia. It serves individuals and small businesses with a staff of 101 to 250 employees.
- Ownership category
- akta.pro rank
Quigley Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where Quigley Financial is headquartered
LocationHeadquarters
- HQ city
- Peachtree City
- HQ country
- United States
- HQ region
- North America
Markets served
Quigley Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel
Quigley Financial product offering
Product offeringCore offering
Quigley Financial provides wealth management services to individual clients and small businesses. The firm operates as a private, for-profit financial advisory practice with 101–250 employees, headquartered in Peachtree City, United States, advising clients on personal and small-business financial matters.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Wealth management and financial advisory services for individual clients and small businesses, covering personal financial planning, investment advisory, and related wealth-building support.
Companies that use Quigley Financial
Customer profileIdeal customer profiles2 records
Quigley Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Quigley Financial competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA serving individuals, families, and small businesses with comprehensive wealth management. Highly comparable to Quigley Financial on client segment and service model, but at significantly greater scale.
- Edelman Financial Engines: Large national RIA focused on mass-affluent individuals and small-business owners with integrated wealth and retirement planning. Closely mirrors Quigley Financial's stated individual and small-business focus.
- Mariner Wealth Advisors: Independent, employee-owned RIA providing comprehensive wealth advisory to individuals and business owners. Directly comparable business model and target client base to Quigley Financial.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and advisors serving individuals and small businesses; provides infrastructure and scale comparable to what a mid-sized RIA competes against.
- Focus Financial Partners: Leading partnership platform for independent RIAs and wealth managers; relevant comparable as it both operates and consolidates firms of Quigley Financial's size and profile.
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving advisors who work with individuals and small businesses; relevant comparable on independent-advisor business model.
- Charles Schwab Wealth Management: National wealth management offering from a major custodian/broker serving retail and small-business investors; represents the scale and brand competition an independent RIA like Quigley Financial must contend with.
- Cetera Financial Group: Wealth management and advisory platform supporting independent advisors serving individuals and small businesses; comparable on client segment and delivery channel for an independent RIA.
Regional players
- Avantax Wealth Management: Wealth management firm historically focused on tax-oriented financial planning for individuals and small-business owners; comparable niche positioning and target segments to Quigley Financial.
Emerging players
- Goldman Sachs Personal Financial Management: Mass-affluent and small-business wealth advisory arm of a large incumbent; comparable on target client (individuals and small businesses) even though backed by a much larger parent platform.
Market position
Customer concentration
Quigley Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quigley Financial leadership team
Management profileNumber of profiles
Quigley Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quigley Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quigley Financial
What does Quigley Financial do?
Quigley Financial provides wealth management services to individual clients and small businesses. The firm operates as a private, for-profit financial advisory practice with 101–250 employees, headquartered in Peachtree City, United States, advising clients on personal and small-business financial matters.
When was Quigley Financial founded?
Quigley Financial was founded in -1. It employs 101 to 250 people.
Where is Quigley Financial based?
Quigley Financial is headquartered in Peachtree City, United States, in the North America region.
Who are Quigley Financial's main competitors?
Direct peers on record are Creative Planning, Edelman Financial Engines and Mariner Wealth Advisors. Broad incumbents are LPL Financial, Focus Financial Partners, Commonwealth Financial Network, Charles Schwab Wealth Management and Cetera Financial Group. Avantax Wealth Management is listed as a regional player. Goldman Sachs Personal Financial Management is listed as an emerging player.
Does Quigley Financial have an API?
No public API is recorded for Quigley Financial.
What industry is Quigley Financial in?
Quigley Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.