The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors is a San Ramon, California-based independent RIA founded in 1998 that provides fee-only wealth management, retirement planning, and estate planning primarily to women business owners, women in transition, healthcare professionals, and high-net-worth households across the San Francisco Bay Area.
- Company typePrivate
- Founded1998
- HeadquartersSan Ramon, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What The Diamond Group Wealth Advisors does
The Diamond Group Wealth Advisors is an independent, privately held registered investment advisory firm founded in 1998 by Marilyn Suey and headquartered in San Ramon, California, with a secondary office inherited from the 2019 merger with Ora Citron Private Wealth Management in Walnut Creek. The firm operates a fee-only wealth management platform built on a five-step Prosperity Planning Process that integrates wealth accumulation, wealth protection (insurance), and wealth preservation (estate/legacy) into a single client deliverable called the Prosperity Blueprint. Its core technology stack is assembled from third-party providers rather than developed in-house: LPL Financial serves as the broker-dealer and custodian, Riskalyze provides risk profiling, Fiduciary Benchmarks and PlanPoint support retirement plan fiduciary work, and FMG Suite powers the client-facing portal, website, and marketing content. The firm is structured as a core planning platform plus add-on modules, including Fiduciary Focus for retirement plan co-fiduciary work, Women in Transition services for widowed and divorced clients, the Savvy Women community and event series, and premium educational products such as Masterclass and Mastermind.
The firm targets a deliberately narrow set of personas within the San Francisco Bay Area: women business owners and executives (including healthcare professionals and tech executives), women in transition following divorce or widowhood, and broader high-net-worth households seeking holistic planning. Go-to-market is built on community-led and event-driven motions rather than paid acquisition, anchored by the Savvy Women Community (launched July 2015), regular Lunch & Learn and Masterclass events, the ASK Marilyn webinar series, and earned media placements including Shark Tank-related interviews with Kevin Harrington and Jack Canfield. Revenue is generated through three recurring streams — AUM-based advisory fees, upfront comprehensive financial planning fees, and the subscription-based Mastermind coaching program — alongside securities compensation routed through LPL Financial. The firm has no external funding, no disclosed parent, and operates with approximately seven employees including the founder.
The Diamond Group Wealth Advisors firmographics
Firmographics- Name
- The Diamond Group Wealth Advisors
- Legal name
- The Diamond Group Wealth Advisors
- Website
- https://diamondgroupwealthadvisors.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Short description
- The Diamond Group Wealth Advisors is a San Ramon, California-based independent RIA founded in 1998 that provides fee-only wealth management, retirement planning, and estate planning primarily to women business owners, women in transition, healthcare professionals, and high-net-worth households across the San Francisco Bay Area.
- Ownership category
- akta.pro rank
The Diamond Group Wealth Advisors industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where The Diamond Group Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- San Ramon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Diamond Group Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Financial Planning: Upfront fee for initial comprehensive financial planning services. Allows clients to implement plans and have ongoing access to advisors for questions between meetings.
- Assets Under Management (AUM): Ongoing fees calculated as percentage of market value of retirement plan assets and investment accounts managed for clients.
- Securities and Advisory Services: Marilyn Suey is a Registered Representative with LPL Financial providing securities and Retirement Plan Consulting Program advisory services. Compensation through LPL for investment management and securities transactions.
- Mastermind Program: Premium group coaching program with masterclass sessions, one-on-one deep dives, quarterly live calls, and bonus materials including Retire Abundantly and Build Wealth Like A Shark books.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only compensation based on assets under management |
| One time/ perpetual license | Pay-as-you-go | Initial financial planning upfront fee |
| Subscription | Multi-year contract | Mastermind premium coaching program |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
The Diamond Group Wealth Advisors product offering
Product offeringCore offering
The Diamond Group Wealth Advisors is an independent Registered Investment Advisor that delivers fee-only comprehensive financial planning, investment management, retirement plan services, and estate/legacy planning through its proprietary five-step Prosperity Planning Process. The firm primarily serves women business owners, healthcare professionals, executives, and high-net-worth households in the San Francisco Bay Area, operating on a fiduciary standard with a focus on women-led households and women in transition.
Product overview
The Diamond Group Wealth Advisors is a wealth management firm offering a comprehensive suite of financial services primarily focused on women and business owners. The core offering is the five-step Prosperity Planning Process, which integrates financial planning, investment management, retirement plans, and estate/legacy planning. The firm operates through a platform-plus-modules architecture, where the Prosperity Planning Process serves as the central framework, supplemented by specialized service modules including Fiduciary Focus for retirement plans, Women in Transition services, and the Savvy Women Community sub-brand. Additional value-added modules include educational programs (Masterclass, MasterMIND), events (Lunch & Learn), publications (books, newsletter), and client portal access. The firm is affiliated with LPL Financial as its broker-dealer and operates from San Ramon, California serving the broader Bay Area.
Differentiator
Problem solved
Functional benefit
Brands
- Savvy Women: A community established in July 2015 by Marilyn Suey to support the advancement of women's careers, enrich each other's lives, and engage in causes they care about deeply. Focuses on Work, Wealth, and Worth.
- Prosperity BluePrint
Products and services
- Prosperity Planning Process (Prosperity Blueprint) The firm's five-step comprehensive financial planning methodology covering Discovery, Prosperity Plan development, Mutual Commitment, 45-Day Follow-Up, and Regular Progress Reviews. It focuses on wealth accumulation, wealth protection through insurance, and wealth preservation for legacy planning, delivered as a personalized Prosperity Blueprint with 24/7 client portal access.
- Portfolio Management (Investment Management) Customized investment management services utilizing independent money managers and designed investment portfolios. The firm follows a fiduciary standard and offers risk management strategies, alternative investments, and sustainable investing approaches for individual clients.
- Retirement Plans Business retirement plan services including 401(k), 403(b), SEP IRA, and Defined Benefit Plan design, investment management, and administration for business owners and entrepreneurs. Services include investment policy statement preparation, fiduciary monitoring, and participant education.
- Estate and Legacy Planning Integrated approach to estate planning, legacy planning, and wealth transfer strategies. The firm collaborates with estate attorneys and CPAs to build tailored programs including will review, durable power of attorney, and advanced health care directive considerations for individuals and families.
- Savvy Women Community Women-focused community platform supporting career advancement, financial success, and personal enrichment. Focuses on work, wealth, and personal worth through events, workshops, summits, and networking for women business owners, executives, and professionals.
- Women in Transition Services Specialized financial guidance for widowed or divorced women, providing personalized support to navigate life transitions including coordination with attorneys, accountants, and appraisers.
- Mastermind Program Structured mastermind group for personal and business financial development with quarterly live sessions, monthly one-on-one coaching with Marilyn Suey, bi-weekly phone calls, group calls, and bonus financial plan consulting.
- Fiduciary Focus Retirement plan fiduciary services acting as co-fiduciary alongside employers, including investment monitoring, fee disclosure management, and fiduciary best practices compliance through Fiduciary Benchmarks technology for plan sponsors.
Quantifiable outcome
- Five Star Wealth Manager recognition for 10 consecutive years (2015-2024)
- +1 more outcomes
Companies that use The Diamond Group Wealth Advisors
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles5 records
The Diamond Group Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
The Diamond Group Wealth Advisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered minor, major and core.
- Plaid for WomenminorMarilyn Suey is a contributor for Plaid for Women specializing in Career and Money topics. Regular article publication on women's financial empowerment, career development, and work-life balance.
- Ora Citron Private Wealth ManagementmajorOra Citron Private Wealth Management based in Walnut Creek, CA merged with The Diamond Group Wealth Advisors in March 2019. Ora Citron continues operating from both Walnut Creek and San Ramon offices.
- The Financial Services NetworkcoreThe Diamond Group Wealth Advisors announced affiliation with The Financial Services Network in April 2017 as part of new firm branding. Network provides operational support and resources for independent advisors.
- LPL FinancialcoreLPL Financial is the leading independent brokerage firm in the United States, serving as the broker-dealer for The Diamond Group. Marilyn Suey is a Registered Representative with LPL providing securities and Retirement Plan Consulting Program advisory services. LPL supports over 18,000 financial advisors and provides technology, research, and operational infrastructure.
- Heritage Bank of CommerceminorHeritage Bank of Commerce co-hosted the Savvy Women Summit with The Diamond Group in October 2018 at Blackhawk Country Club. Financial institution partnership for women's financial education event.
- Fiduciary Benchmarks, Inc.corePartnership with Fiduciary Benchmarks enhances retirement plan tools through PlanPoint, PlanProfile, FeeChecker, and V2.1 Full Benchmarking Report. Provides plan benchmarking technologies for retirement outcomes evaluation and fee analysis.
- RiskalyzecoreRiskalyze provides risk assessment technology for determining client risk scores and building portfolios aligned with risk tolerance. Firm uses this tool for risk profile assessment.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
The Diamond Group Wealth Advisors competitors and assessment
Company assessmentEmerging players
- Ellevest: Digital wealth management platform built specifically for women, offering investment, retirement, and financial planning services. Directly comparable to The Diamond Group's women-focused wealth management niche, though delivered primarily through a digital-first model rather than a local advisor team.
- HerMoney: Personal finance media and education platform founded by Jean Chatzky focused on women's financial literacy, content, and community. Comparable to The Diamond Group's Savvy Women community and Inside Your Wealth newsletter in targeting women-focused financial education, though without an advisory component.
Broad incumbents
- Carson Group: Large RIA support platform serving thousands of independent financial advisors with coaching, technology, and operational infrastructure. Comparable to The Diamond Group's LPL-affiliated independent RIA model, but at national scale and with a broader advisor-centric value proposition.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, retirement, and estate planning to high-net-worth individuals. Comparable to The Diamond Group's fiduciary, fee-only wealth management model, but at national scale with significantly more advisors and AUM.
- Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, retirement plan, and estate services to affluent households. Comparable fiduciary, fee-only model similar to The Diamond Group, but with hundreds of advisors and a multi-state footprint.
- Edelman Financial Engines: Large U.S. independent RIA combining traditional advisor-led wealth management with a digital planning platform. Comparable to The Diamond Group's integrated in-person + digital service model, but at national scale across all client segments.
- Sanctuary Wealth: Independent wealth platform supporting high-net-worth advisors with back-office, technology, and compliance infrastructure. Comparable to The Diamond Group's affiliation with LPL Financial in providing institutional backing for boutique RIAs, though Sanctuary operates as a multi-custodian platform.
- Focus Financial Partners: RIA consolidator partnering with high-net-worth wealth management firms, providing capital and operational support (now part of Clayton, Dubilier & Rice). Comparable to The Diamond Group as an independent RIA model, but with a partnering/consolidation growth thesis that The Diamond Group could one day pursue as an exit.
- Cetera Financial Group: Large independent broker-dealer and RIA services network supporting thousands of independent advisors with technology and compliance infrastructure. Comparable to The Diamond Group's LPL Financial broker-dealer relationship in role and function, representing an alternative affiliation model for similar boutique RIAs.
- Merit Financial Advisors: Growing national RIA providing comprehensive wealth management, retirement plan, and financial planning services to individuals and business owners. Comparable to The Diamond Group's integrated wealth + retirement plan + financial planning offering, though at larger scale and a multi-state advisor model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
The Diamond Group Wealth Advisors social profiles
Digital presenceThe Diamond Group Wealth Advisors compliance and trust
Trust signalCompliance3 records
The Diamond Group Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Diamond Group Wealth Advisors leadership team
Management profileNumber of profiles
Profiles5 records
The Diamond Group Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Diamond Group Wealth Advisors 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 The Diamond Group Wealth Advisors
What does The Diamond Group Wealth Advisors do?
The Diamond Group Wealth Advisors is an independent Registered Investment Advisor that delivers fee-only comprehensive financial planning, investment management, retirement plan services, and estate/legacy planning through its proprietary five-step Prosperity Planning Process. The firm primarily serves women business owners, healthcare professionals, executives, and high-net-worth households in the San Francisco Bay Area, operating on a fiduciary standard with a focus on women-led households and women in transition.
Is The Diamond Group Wealth Advisors a public or private company?
The Diamond Group Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Diamond Group Wealth Advisors founded?
The Diamond Group Wealth Advisors was founded in 1998.
Where is The Diamond Group Wealth Advisors based?
The Diamond Group Wealth Advisors is headquartered in San Ramon, United States, in the North America region.
How does The Diamond Group Wealth Advisors make money?
Four revenue lines are on record. Fee-Only Financial Planning is the primary driver. The others are assets Under Management (AUM), securities and Advisory Services and mastermind Program.
Who are The Diamond Group Wealth Advisors's main competitors?
Emerging players on record are Ellevest and HerMoney. Broad incumbents are Carson Group, Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines, Sanctuary Wealth, Focus Financial Partners, Cetera Financial Group and Merit Financial Advisors.
Does The Diamond Group Wealth Advisors have an API?
No public API is recorded for The Diamond Group Wealth Advisors.
What industry is The Diamond Group Wealth Advisors in?
The Diamond Group Wealth Advisors's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.