Pursuit Wealth Group

What Pursuit Wealth Group does

Pursuit Wealth Group is a privately held, Illinois-based registered investment adviser founded in 2022, delivering retail financial advisory services out of two physical offices in Joliet and Morris. The firm offers a unified suite of personal financial planning services — Financial Planning, Retirement Planning, Tax Strategies, and Estate Planning — targeted at individuals and families in its local Illinois service area, regardless of stated wealth level. Services are delivered through a team-based advisory model emphasizing transparency, personalized service, and long-term client commitment, with the firm explicitly positioning itself as open to any prospect ready for financial planning.

The firm does not operate proprietary technology; its service backbone is the traditional advisor-client relationship supported by a content-driven marketing stack. Customer-facing assets include an educational blog, an extensive video library (with a YouTube channel @PursuingKnowledgewithPWG), interactive financial calculators, and market-news communications — all deployed primarily to drive free initial consultation bookings. Securities and advisory services are delivered through a core partnership with Commonwealth Financial Network, a FINRA/SIPC-registered broker-dealer and investment adviser; fixed insurance products are offered separately.

The business model is recurring-fee in nature, anchored to assets under management or fee-for-service engagements rather than transactional commissions, with multi-year advisory relationships underwritten by free initial consultations. The firm is privately owned, likely founder/advisor-owned, with no disclosed external investment, parent company, or institutional backing. Geographic scope is limited to Illinois, and the firm is privacy-regulatory compliant under the California Consumer Privacy Act.

Name

Pursuit Wealth Group

Legal name

Pursuit Wealth Group

Website

https://pursuitwealthgroup.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Pursuit Wealth Group is a privately held Illinois-based registered investment adviser founded in 2022, delivering financial, retirement, tax, and estate planning advisory services to individuals and families through offices in Joliet and Morris, with securities offered via Commonwealth Financial Network.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

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

Headquarters

HQ city

Joliet

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements. Securities and advisory services are offered through Commonwealth Financial Network, a registered broker-dealer and investment adviser.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Pursuit Wealth Group is a financial advisory firm that provides comprehensive financial planning, retirement planning, tax strategy, and estate planning services to individuals and families. Securities and advisory services are delivered through Commonwealth Financial Network, a registered broker-dealer and Registered Investment Adviser. The firm supplements its advisory practice with an educational resource center featuring articles, a video library, market news, and interactive financial calculators, and operates physical offices in Joliet and Morris, Illinois.

Product overview

Pursuit Wealth Group is a financial advisory firm offering a unified suite of financial planning services rather than a software product. The core service portfolio includes Financial Planning (covering overall financial strategy), Retirement Planning (for retirement transition guidance), Tax Strategies (for wealth preservation), and Estate Planning (for asset positioning). Supporting these core services are resource tools including a Video Library with educational financial content and Financial Calculators available through their resource center. All services are offered through Commonwealth Financial Network, a registered broker-dealer and investment adviser.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Commonwealth Financial NetworkcoreStrategic or Co-development PartnerCommonwealth Financial Network is the firm's registered broker-dealer and investment adviser partner. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Fast-growing RIA offering comprehensive financial planning, tax, estate, retirement, and investment advisory services to individuals and families—same holistic planning value proposition and high-touch client experience as PWG.
• Hightower Advisors: National RIA providing full-spectrum wealth planning including investment management, retirement, tax, and estate services to high-net-worth and mass-affluent households—comparable comprehensive offering and team-based advisory approach.
• Baird: Privately held wealth management firm providing comprehensive financial planning, investment management, retirement, and estate services to individuals and families—operates in the same independent/private RIA space with a comparable client-centric service model.

Broad incumbents

• Edward Jones: Large retail wealth advisory firm with thousands of local branch advisors serving individuals and families with comprehensive financial planning, retirement, and investment services—directly comparable offering and client target to Pursuit Wealth Group, but at vastly greater scale.
• LPL Financial: Largest U.S. independent broker-dealer, hosting thousands of affiliated advisors who run local practices offering financial planning and wealth management to retail clients—same advisor-platform model as PWG, but at industry-leading scale.
• Ameriprise Financial: National financial advisory franchise network with thousands of independent advisors offering holistic financial planning, retirement, tax, and estate services to mass-affluent retail clients—same franchise-style model and target customer as PWG but at much larger scale.
• Cetera Financial Group: Independent broker-dealer and RIA network supporting thousands of affiliated advisors who deliver financial planning and wealth management to retail clients—same B-D/RIA platform model as Commonwealth that PWG operates under.
• Cambridge Investment Research: Large independent broker-dealer platform affiliated with thousands of advisor practices offering financial planning and wealth services to retail investors—directly analogous to Commonwealth as a parent-platform alternative for PWG-type practices.
• Raymond James Financial Services: Major diversified financial services firm with a large independent contractor channel of advisors providing financial planning, investment management, and retirement services to retail clients—same retail advisory model as PWG.

Emerging players

• Vanguard Personal Advisor: Hybrid robo-plus-human advisory service from Vanguard providing ongoing financial planning and portfolio management to mass-affluent investors—direct competitor for the same target customer segment at lower fee points.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@PursuingKnowledgewithPWG
• Facebookfacebook.com/pursuitwealthgroup
• LinkedInlinkedin.com/company/pursuit-wealth-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Pursuit Wealth Group