The Ivy League Advisory Group

What The Ivy League Advisory Group does

The Ivy League Advisory Group, LLC is a privately held Registered Investment Advisor (RIA) founded in 2014 and headquartered in Tilton, New Hampshire, with a second office in San Tan Valley, Arizona. The firm specializes in retirement, estate, and financial planning for pre-retirees and retirees (approximately ages 50 and older), with a secondary segment of small business owners. Its flagship offering is an "All-Inclusive Retirement Plan" that bundles three service pillars — retirement planning, tax minimization and Social Security optimization, and estate planning coordination — into a single integrated financial plan. A proprietary Social Security Maximization Report is positioned as a key value driver, with the firm claiming potential lifetime benefit uplifts of $60,000–$120,000 for married couples.

The firm operates a traditional fiduciary advisory practice with no proprietary technology platform. Client-facing assets consist of standard online calculators and questionnaires (Investment Risk Questionnaire, Investment Calculator, Budget Worksheet, Life Insurance Calculator) rather than a built software stack. The revenue model is recurring investment-advisory fees earned through The Ivy League Advisory Group, LLC as a Registered Investment Advisor registered in NH, VT, and AZ. No public pricing schedule is disclosed; the firm offers complimentary strategy sessions and converts prospects through direct advisory consultations, including in-person and virtual/telephone meetings.

Go-to-market is sales-led and content-driven: the firm distributes through educational e-guides, an active blog covering topics such as SECURE Act 2.0 changes, a co-hosted podcast (The Ivy Retirement Podcast), social media presence on Facebook, LinkedIn, and YouTube, and a founder-authored book ('My Peace of Mind Book'). The firm is constrained to operating in only three states and cannot solicit advisory services to residents elsewhere, which structurally limits its addressable market. Headcount is 1–10, no external funding or parent company is disclosed, and no M&A, partnerships, or institutional investor ownership is indicated in available materials.

Name

The Ivy League Advisory Group

Legal name

The Ivy League Advisory Group, LLC.

Website

https://theivyag.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

The Ivy League Advisory Group is a privately held Registered Investment Advisor that delivers integrated retirement, tax/Social Security, and estate planning to pre-retirees, retirees, and small business owners in NH, VT, and AZ through a recurring advisory fee model.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Financial advisory services
• Retirement planning
• Investment advisory
• Estate planning
• Tax planning services

Headquarters

HQ city

Tilton

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

Revenue model

1. Investment Advisory Services: Investment advisory services offered through The Ivy League Advisory Group, LLC, a Registered Investment Advisor. The firm designs All-Inclusive Financial Plans incorporating retirement planning, tax optimization, and estate planning coordination services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The Ivy League Advisory Group is a fiduciary Registered Investment Advisor (RIA) that provides personalized retirement planning, tax minimization, Social Security optimization, and estate planning coordination for individuals approaching and entering retirement. The firm operates as a small private advisory practice headquartered in Tilton, NH with a secondary presence in San Tan Valley, AZ.

Product overview

The Ivy League Advisory Group is a fiduciary financial advisory firm offering All-Inclusive Retirement Planning services built on three core pillars: Retirement Planning, Tax Minimization & Social Security Optimization, and Estate Planning Coordination. The firm provides both service offerings (retirement income planning, investment management, tax forecasting, estate planning coordination, life insurance, small business planning) and client-facing tools (Investment Risk Questionnaire, Investment Calculator, Budget Worksheet, Life Insurance Calculator, Social Security Maximization Report). Additional offerings include educational content through e-guides, podcasts, and books like the 'My Peace of Mind Book.' The firm operates offices in New Hampshire and Arizona, serving clients across NH, VT, and AZ.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning
• Tax Minimization Strategy
• Social Security Optimization
• Estate Planning Coordination

Quantifiable outcome

• Social Security benefit increase of $60,000-$120,000 through optimized filing strategies using proprietary Social Security Maximization Report

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carson Wealth: RIA serving mass-affluent and retiree households with holistic financial planning, tax, and estate services. Comparable because it shares a fiduciary, planning-led model targeting pre-retirees/retirees, though Carson operates as a much larger national platform.
• Allworth Financial: Independent RIA specializing in retirement, tax, and estate planning for individuals and families, with a multi-state footprint and recurring-fee model. Comparable because of similar fiduciary retirement-focus, fee structure, and household-client base.
• Buckingham Strategic Wealth: RIA specializing in evidence-based financial planning, retirement income, and tax-efficient strategies for individual clients. Comparable because of its planning-first, retirement-focused fiduciary model serving similar demographic cohorts.

Broad incumbents

• Fisher Investments: Large investment-management firm with substantial retirement-income and wealth-planning services for high-net-worth and mass-affluent clients. Comparable in targeting retirees with portfolio and income strategies, though at far larger scale.
• Hightower Advisors: RIA roll-up platform supporting independent advisory firms with retirement, tax, and estate services. Comparable as both a competitor for clients and as a potential acquirer of small retirement-focused RIAs like the subject firm.
• Wealth Enhancement Group: National RIA platform with deep retirement-income and tax-planning capabilities serving individual households. Comparable due to similar retirement-focused planning services and as a likely strategic acquirer of community-based RIAs.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S. with a strong focus on retirement-plan participants and retirement-income planning. Comparable because it serves a similar pre-retiree/retiree segment with integrated planning, though at vastly greater scale and national scope.
• Mariner Wealth Advisors: National RIA offering comprehensive retirement, tax, estate, and wealth-planning services to individuals and families. Comparable because of overlapping retirement-focused, fee-based planning for households approaching and in retirement.
• Creative Planning: Large independent RIA offering retirement, tax, estate, and investment management to individuals nationwide. Comparable because of the integrated planning model and similar primary client persona of pre-retiree and retiree households.

Others

• Focus Financial Partners: Partnership model for independent RIAs providing capital, infrastructure, and M&A support. Comparable not as a service competitor but as a strategic exit path / acquirer for an independent RIA of this size and profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCgfAttZRHbOm26msBQ5RjeQ
• Facebookfacebook.com/theivyag
• LinkedInlinkedin.com/company/the-ivy-league-advisory-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 The Ivy League Advisory Group