RIA IntelAdvisersFloridaASSET ADVISORY GROUP, INC.

ASSET ADVISORY GROUP, INC.

Advisory

FL

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in FL
#1,471
of 2,610 advisers by AUM
Average account
$337K
across 208 accounts
AUM per adviser
$70M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM
$70M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$70M
Discretionary AUM$65M
Non-Discretionary AUM$5M
Discretionary %92.9%
Total Clients67
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ICEBRIDGE FINANCIAL GROUP, LLC
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$70M
EVANS & HURLBURT CPAS , PA
LAKELAND, FL
$70M
MOSS & COMPANY, P.A.
MAITLAND, FL
$70M
ARLEN WEALTH MANAGEMENT, LLC
SARASOTA, FL
$70M
+6.1% 1Y
ZURAW FINANCIAL PLLC
DELRAY BEACH, FL
$70M
ACHIEVING VERITAS LLC
ST. AUGUSTINE, FL
$70M

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