Grant Park Advisors LLC
- Company typePrivate
- Founded2016
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Grant Park Advisors LLC does
Grant Park Advisors LLC is a privately held, Chicago-based financial advisory firm founded in 2016 and operating as an Office of Supervisory Jurisdiction (OSJ) under Cambridge Investment Research. The firm is led by founder John N. Wood, who holds Series 7, 63, 65, and 24 certifications and brings over two decades of industry experience. Services are organized across two pillars: wealth management for individual investors (investment products including bonds, stocks, multiple IRA types, brokerage accounts, and variable annuities; financial planning covering retirement, tax, estate, college savings, and money management; plus disability, life, and long-term-care insurance) and corporate services (401(k) and retirement plan consulting, executive wealth management, employee education, key-person insurance, and business succession planning).
The firm's technology footprint is minimal and template-based: a standard FMG-suite website with an educational resource center (articles, videos, calculators, presentations), a Monthly Market Insights newsletter, and Quarterly Market Insights publications. Client account access is delivered through the third-party portal Cirstatements.com. There is no proprietary platform, no mobile app, no API, and no AI-driven tooling. Marketing is content-driven and inbound-oriented, targeting prospects in 27 U.S. states across which the firm holds licensure.
Revenue is generated through three streams: fee-based investment advisory (via Cambridge Investment Research Advisors), brokerage commissions (via Cambridge Investment Research, FINRA/SIPC member), and professional services fees for retirement plan consulting. Pricing is not publicly disclosed and appears quote-based, consistent with percentage-of-AUM advisory fees or flat planning engagements. The firm is founder-owned with no external private equity or venture capital investment, operates with 1–10 employees, and pursues a consultative, sales-led go-to-market emphasizing long-term advisor-client relationships rather than transactional volume.
Grant Park Advisors LLC firmographics
Firmographics- Name
- Grant Park Advisors LLC
- Legal name
- Grant Park Advisors LLC
- Website
- https://grantparkadvisors.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Grant Park Advisors LLC industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Grant Park Advisors LLC is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Grant Park Advisors LLC business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Services include wealth management, financial planning, and investment management for individual and corporate clients.
- Brokerage Services: Securities transactions executed through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA & SIPC. The firm offers various investment products including bonds, stocks, IRAs, and variable annuities.
- Retirement Plan Consulting: Corporate services including 401(k) and retirement plan consulting, employee wealth management education, and retirement plan management for businesses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Advisory and brokerage services - fee structure not publicly disclosed |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Grant Park Advisors LLC product offering
Product offeringCore offering
Grant Park Advisors delivers personalized investment advisory and financial planning services for individuals, including investment products (bonds, stocks, IRAs, Treasury securities, variable annuities), comprehensive financial planning (retirement, tax, estate, college savings), and insurance solutions (disability, life, long-term care). For corporate clients, the firm provides 401(k) and retirement plan consulting, employee wealth management education, executive compensation planning, and corporate insurance. Services are executed through Cambridge Investment Research as the underlying broker-dealer and registered investment advisor.
Product overview
Grant Park Advisors LLC offers a unified financial advisory platform centered on personalized wealth management services. The core offering comprises investment products (bonds, stocks, IRAs, annuities, Treasury securities), financial planning services (retirement, tax, estate, education planning), and insurance products. For corporate clients, the firm provides specialized modules including executive wealth management consulting, employee education programs, retirement plan administration, and corporate insurance. The platform is complemented by educational resources including quarterly market insights, a resource center with articles, videos, and financial calculators. The firm operates as an Office of Supervisory Jurisdiction (OSJ) under Cambridge Investment Research and serves clients in multiple U.S. states.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Products
- Financial Planning Services Comprehensive financial planning covering retirement plans, tax planning, 401(k) and 403(b) planning, college savings plans, estate planning, money purchase plans, and profit sharing plans to help clients achieve their long-term financial objectives.
- Insurance Products Insurance solutions including disability income insurance, life insurance, and long-term-care insurance designed to protect clients and their families from unexpected financial consequences.
- Retirement Plan Consulting and Management Comprehensive 401(k) and retirement plan consulting services for businesses, including plan design, provider selection, investment policy statement creation, and ongoing plan participant education.
- Executive Wealth Management Consulting Specialized wealth management consulting for corporate executives, addressing unique financial planning needs including stock option exercise strategies, executive compensation, and business succession planning.
- Employee Wealth Management Education and Consulting Financial education and consulting services for employees to help them understand and make informed decisions about their workplace benefits, retirement options, and overall financial wellness.
- Corporate Insurance Services Business insurance solutions including key person insurance, life insurance, and long-term-care coverage to protect businesses from financial loss due to death or disability of key individuals.
Companies that use Grant Park Advisors LLC
Customer profileSegments3 records
Ideal customer profiles2 records
Grant Park Advisors LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Grant Park Advisors LLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cambridge Investment Research, Inc.coreCambridge Investment Research, Inc. serves as the independent broker-dealer for Grant Park Advisors, processing investment business, ensuring proper licensing, completing and maintaining paperwork, and following securities laws. Securities are offered through Cambridge, a Broker/Dealer member FINRA & SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge's purpose is to 'make a difference in the lives of our advisors, their clients, and our associates' through competitive differentiation, superior quality, customizable experience, and unique culture. Cambridge has been consecutively ranked among 'Top Workplaces in Iowa' since 2011.
Scale indicators1 record
Recent moves6 records
Expansion highlights3 records
Grant Park Advisors LLC competitors and assessment
Company assessmentDirect peers
- Cambridge Investment Research: Grant Park's primary broker-dealer and RIA platform. Cambridge is itself a large independent broker-dealer supporting thousands of OSJ offices like Grant Park with comparable advisor-led wealth management and retirement plan services.
- LPL Financial: Largest U.S. independent broker-dealer, supporting thousands of independent advisors and small OSJ/RIA offices offering fee-based wealth management, retirement plan consulting, and insurance — directly comparable business model to Grant Park's OSJ structure.
- Cetera Financial Group: Independent broker-dealer network supporting independent financial advisors and small wealth management firms with brokerage, advisory, and retirement plan services — same OSJ/RIA affiliation model as Grant Park.
- Creative Planning: Large independent RIA providing comprehensive fee-based wealth management, retirement plan consulting, and estate planning to individuals and corporate clients — directly comparable service offering to Grant Park's individual and corporate practices.
- Carson Group: Independent wealth management firm and OSJ supporting affiliated advisors with fee-based advisory, retirement plan consulting, and practice management — comparable to Grant Park in offering holistic financial advisory services to individuals and businesses.
Broad incumbents
- Edward Jones: Large national broker-dealer with thousands of branch offices delivering fee-based wealth management, retirement plan services, and insurance products to mass-affluent individuals and small businesses — broader scale but overlapping service model with Grant Park.
- Raymond James Financial: Mid-to-large diversified financial services firm offering wealth management, investment banking, and asset management through affiliated advisors — broader scope than Grant Park but overlapping advisor-led individual and retirement services.
- Fisher Investments: Large independent investment management firm serving high-net-worth individuals and institutional clients with fee-based portfolio management — comparable in providing fee-based advisory but with a more centralized asset management focus than Grant Park's local practice.
- Charles Schwab: Large incumbent retail wealth manager offering brokerage, advisory, and retirement plan services to individuals and corporate plan sponsors through direct, robo, and advisor-led channels — competes with Grant Park for the same mass-affluent and corporate segments.
Emerging players
- Betterment: Leading robo-advisor offering low-cost, automated fee-based portfolio management and retirement planning to mass-affluent individuals — competes with Grant Park's fee-based advisory service on price and digital convenience.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Grant Park Advisors LLC social profiles
Digital presenceGrant Park Advisors LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Grant Park Advisors LLC leadership team
Management profileNumber of profiles
Profiles2 records
Grant Park Advisors LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Grant Park Advisors LLC 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 Grant Park Advisors LLC
What does Grant Park Advisors LLC do?
Grant Park Advisors delivers personalized investment advisory and financial planning services for individuals, including investment products (bonds, stocks, IRAs, Treasury securities, variable annuities), comprehensive financial planning (retirement, tax, estate, college savings), and insurance solutions (disability, life, long-term care). For corporate clients, the firm provides 401(k) and retirement plan consulting, employee wealth management education, executive compensation planning, and corporate insurance. Services are executed through Cambridge Investment Research as the underlying broker-dealer and registered investment advisor.
Is Grant Park Advisors LLC a public or private company?
Grant Park Advisors LLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Grant Park Advisors LLC founded?
Grant Park Advisors LLC was founded in 2016. It employs 1 to 10 people.
Where is Grant Park Advisors LLC based?
Grant Park Advisors LLC is headquartered in Chicago, United States, in the North America region.
How does Grant Park Advisors LLC make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are brokerage Services and retirement Plan Consulting.
Who are Grant Park Advisors LLC's main competitors?
Direct peers on record are Cambridge Investment Research, LPL Financial, Cetera Financial Group, Creative Planning and Carson Group. Broad incumbents are Edward Jones, Raymond James Financial, Fisher Investments and Charles Schwab. Betterment is listed as an emerging player.
Does Grant Park Advisors LLC have an API?
No public API is recorded for Grant Park Advisors LLC.
What industry is Grant Park Advisors LLC in?
Grant Park Advisors LLC's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.