Imperity Advisors
Imperity Advisors is a financial advisory firm offering wealth management, tax planning, insurance, and risk management to high-net-worth individuals, families, and business owners via a subscription platform and an alliance of independent advisors.
- Company typePrivate
- Founded2023
- HeadquartersMelville, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Imperity Advisors does
Imperity Advisors is a private, full-service financial advisory firm headquartered in Melville, New York, with a secondary office in New York City. Founded in 2023 by Douglas A. DiDominica (CEO) and Joseph W. Principe (President and COO), the firm serves high-net-worth individuals, families, and business owners across wealth management, insurance, employee benefits, retirement planning, tax planning, and risk management. The firm operates with 11–50 employees and is allied with Advanced Corporate Solutions, Comprehensive Financial Partners, and Soundview Wealth Management as part of a multi-affiliate advisory network.
The firm's operating model is built on a partnership with Commonwealth Financial Network (now part of LPL following the October 2025 acquisition) as its registered investment advisor and broker-dealer, providing custody, compliance, and back-office infrastructure. On top of that backbone, Imperity layers a subscription-based service platform branded "Imperity Ascend," with monthly tiers ranging from $99 to $1,999, and an emerging RIA channel branded "Imperity Wealth Alliance," launched in April 2026 to host independent advisors under the Imperity umbrella. The technology stack relies on industry-standard third-party tools such as Riskalyze and MoneyGuidePro; no proprietary AI/ML capabilities are disclosed.
Commercially, Imperity combines traditional AUM-based advisory fees with subscription revenue, insurance and benefits commissions, and tax/risk consulting. Its most material client event to date was the August 2024 recruitment of a New York City advisor team carrying approximately $300M in client assets from LPL, which established its NYC office footprint and substantially scaled AUM. The combination of a subscription layer, an alliance/roll-up network, and a recruiting-led AUM growth strategy positions the firm as a hybrid advisory platform rather than a traditional breakaway RIA.
Imperity Advisors firmographics
Firmographics- Name
- Imperity Advisors
- Legal name
- Imperity Advisors
- Website
- https://imperityadvisors.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Imperity Advisors is a financial advisory firm offering wealth management, tax planning, insurance, and risk management to high-net-worth individuals, families, and business owners via a subscription platform and an alliance of independent advisors.
- Ownership category
- akta.pro rank
Imperity Advisors industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Imperity Advisors is headquartered
LocationHeadquarters
- HQ city
- Melville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Imperity Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription-based Advisory Fees (Imperity Ascend): Tiered subscription-based consulting platform with four service tiers: Core ($99/month), Advanced ($249/month), Elite ($499/month), and Accelerate ($1,999/month). Annual billing available with 10% discount. Services include financial planning, wealth management, and specialized advisory services.
- AUM-based Advisory Fees: Wealth management and investment advisory services with fees based on assets under management, delivered through the Commonwealth Financial Network RIA/Broker-Dealer platform. Commonwealth oversees $344.4 billion in total account assets as of December 31, 2024.
- Consulting Services: Hourly or project-based financial consulting engagements for business owners covering retirement plans, employee benefits, risk management, and exit planning strategies.
- Insurance Products & Services: Risk management products and services including life insurance, disability insurance, and business protection strategies through Imperity Insurance & Benefits Consulting (IBC).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Core: Foundational financial planning for individuals building their financial foundation |
| Subscription | Monthly | Advanced: Enhanced financial strategy with comprehensive planning for growth |
| Subscription | Monthly | Elite: Concierge-level comprehensive financial planning with estate and tax optimization |
| Subscription | Monthly | Accelerate: Holistic personal and business financial planning for entrepreneurs |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Imperity Advisors product offering
Product offeringCore offering
Imperity Advisors is a full-service financial group that provides wealth management, insurance, employee benefits, retirement, tax planning, and risk management products and services through an open architecture platform. It delivers these services via two core advisory lines — Business Solutions for business owners and Personal Solutions for high-net-worth individuals and families — supplemented by the Imperity Ascend tiered subscription consulting platform and affiliated insurance, tax, and RIA entities. The firm operates as a collaborative network of allied firms with Commonwealth Financial Network as its RIA/broker-dealer partner.
Product overview
Imperity Advisors is a full-service financial services firm offering a comprehensive suite of wealth management, insurance, employee benefits, retirement, tax planning, and risk management solutions. Its product portfolio centers on two core advisory service lines — Business Solutions and Personal Solutions — supported by the Imperity Ascend subscription-based consulting platform with tiered tiers (Core at $99/month, Advanced at $249/month, Elite at $499/month, and Accelerate at $1,999/month). The firm also provides a Financial Education & Wellness Web App and the Investor360° client portal and app. Supplementary offerings include Financial Calculators, Imperity Insurance & Benefits Consulting, and Imperity Tax Planning (both operated as separate affiliated entities). Imperity operates through an alliance network of allied firms and is affiliated with Commonwealth Financial Network, its RIA/broker-dealer partner overseeing $344.4 billion in assets as of December 31, 2024.
Differentiator
Problem solved
Functional benefit
Brands
- Imperity Ascend: A tiered, subscription-based wealth consulting platform offering Financial Wellness, Core, Advanced, Elite, and Accelerate service tiers for clients ranging from first-time investors to high-net-worth business owners.
Products and services
- Business Solutions Advisory services for business owners covering retirement planning, employee benefits, risk management, exit and succession planning, and business wealth advisory solutions. Designed to help business owners grow and protect their enterprises while building personal wealth and securing their legacies.
- Personal Solutions Wealth management, tax and insurance strategies, and services tailored for high-net-worth individuals, families, and business owners, including financial planning, retirement, risk strategies, tax strategies, and estate planning.
- Imperity Ascend Tiered, subscription-based wealth consulting platform offering four service tiers — Core ($99/month), Advanced ($249/month), Elite ($499/month), and Accelerate ($1,999/month) — combining financial planning, portfolio management, executive benefits, estate planning, and business coaching. Designed to meet clients on their terms with flexibility and transparency.
- Imperity Insurance & Benefits Consulting Insurance and benefits consulting services offered as a separate affiliated entity, providing risk management products and services including life insurance, disability insurance, and business protection strategies as part of Imperity's comprehensive financial solutions.
- Imperity Tax Planning Tax planning services offered as a separate affiliated entity, providing tax optimization strategies as part of Imperity's comprehensive suite of financial solutions.
- Imperity Wealth Alliance, LLC Registered Investment Advisor (RIA) platform launched April 2026 to empower independent financial advisors through an integrated platform alongside Commonwealth. Allows advisors to join as alliance members or launch practices under the Imperity Wealth Alliance RIA platform.
Quantifiable outcome
- Commonwealth ranked #1 in Independent Advisor Satisfaction 12 consecutive times (2010, 2012, 2013, 2014, 2018-2024)
- +1 more outcomes
Companies that use Imperity Advisors
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Imperity Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Imperity Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Commonwealth Financial NetworkcoreCommonwealth is a Registered Investment Adviser and Broker-Dealer that provides Imperity with the infrastructure to serve clients, including access to investment platforms, research, planning teams, and technology. As of December 31, 2024, Commonwealth oversees $344.4 billion in total account assets. Commonwealth has been ranked #1 in Independent Advisor Satisfaction by J.D. Power 12 consecutive times. Imperity offers securities and advisory services through Commonwealth.
- Advanced Corporate SolutionscoreAllied firm specializing in helping business owners grow and protect their most valuable asset—their business. With nearly 20 years of experience in financial consulting and brokerage, they guide clients through every stage of a business lifecycle from start-up to exit.
- Comprehensive Financial PartnerscoreAllied firm with 30-year track record providing full-service financial planning using a holistic approach. Leverages broad spectrum of resources and diverse network of professional colleagues to deliver comprehensive products, services and solutions.
- Soundview Wealth ManagementcoreAllied firm with in-person initial meeting approach focused on understanding and compatibility. Prioritizes accessibility and transparency with tailored and supportive financial partnerships.
- Imperity Insurance & Benefits Consulting (IBC)coreRelated insurance agency firm providing risk management products and services including life insurance, disability insurance, and business protection strategies as part of Imperity's comprehensive financial solutions.
- Imperity Tax PlanningcoreRelated entity providing tax planning services as part of Imperity's comprehensive suite of financial solutions.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Imperity Advisors competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: National RIA offering wealth management, tax, estate, and investment services with a planning-centric methodology. Comparable to Imperity in integrated financial-planning-first delivery and HNW client focus.
- Buckingham Strategic Wealth: Financial planning-led RIA serving HNW households with comprehensive wealth management and tax services. Closely comparable to Imperity's financial planning-led model (Imperity Ascend) and HNW segment focus.
- Sanctuary Wealth: Independent advisor platform partnering with breakaway advisors seeking affiliation with an RIA platform. Directly comparable to Imperity Wealth Alliance's advisor-onboarding value proposition.
- Carson Group: Independent advisor platform combining wealth management, coaching, and business solutions for advisors and their clients. Comparable to Imperity's coach-advisors-and-clients dual mission and broad service suite.
- Creative Planning: Large independent RIA offering comprehensive wealth management, tax, estate, and business-owner advisory services. Comparable to Imperity in offering breadth (wealth, tax, retirement) and HNW/business-owner focus, but at materially greater scale.
- Steward Partners: Independent advisor platform recruiting breakaway advisors from wirehouses and broker-dealers. Highly comparable to Imperity's recruiting-oriented alliance model and Imperity Wealth Alliance RIA platform strategy.
- Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, tax, estate, and retirement services to HNW individuals and business owners. Closely comparable in offering breadth and client segment focus.
- Focus Financial Partners: Partnership-model RIA platform that affiliates with independent wealth management firms. Highly comparable to Imperity's allied-firm and Imperity Wealth Alliance affiliation strategy, with a much larger affiliated AUM base.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S., now parent of Commonwealth Financial Network (Imperity's core infrastructure partner as of October 2025). LPL is both Imperity's upstream dependency and a competing affiliation destination for breakaway advisors.
- Edelman Financial Engines: Large national RIA providing wealth management and financial planning across broad HNW and mass-affluent segments. Comparable to Imperity in planning-driven delivery and broad wealth offerings, with materially greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Imperity Advisors social profiles
Digital presenceImperity Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Imperity Advisors leadership team
Management profileNumber of profiles
Profiles10 records
Imperity Advisors subsidiaries and ownership
Company hierarchySubsidiaries3 records
Imperity Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Imperity 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 Imperity Advisors
What does Imperity Advisors do?
Imperity Advisors is a full-service financial group that provides wealth management, insurance, employee benefits, retirement, tax planning, and risk management products and services through an open architecture platform. It delivers these services via two core advisory lines — Business Solutions for business owners and Personal Solutions for high-net-worth individuals and families — supplemented by the Imperity Ascend tiered subscription consulting platform and affiliated insurance, tax, and RIA entities. The firm operates as a collaborative network of allied firms with Commonwealth Financial Network as its RIA/broker-dealer partner.
Is Imperity Advisors a public or private company?
Imperity Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Imperity Advisors founded?
Imperity Advisors was founded in 2023. It employs 1 to 10 people.
Where is Imperity Advisors based?
Imperity Advisors is headquartered in Melville, United States, in the North America region.
How does Imperity Advisors make money?
Four revenue lines are on record. Subscription-based Advisory Fees (Imperity Ascend) is the primary driver. The others are AUM-based Advisory Fees, consulting Services and insurance Products & Services.
Who are Imperity Advisors's main competitors?
Direct peers on record are Mercer Advisors, Buckingham Strategic Wealth, Sanctuary Wealth, Carson Group, Creative Planning, Steward Partners, Mariner Wealth Advisors and Focus Financial Partners. Broad incumbents are LPL Financial and Edelman Financial Engines.
Does Imperity Advisors have an API?
No public API is recorded for Imperity Advisors.
What industry is Imperity Advisors in?
Imperity Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 52394 and its SIC code is 6282.