RIA Intel›Advisers›Georgia›INVESTMENT RESEARCH & ADVISORY GROUP, INC.

INVESTMENT RESEARCH & ADVISORY GROUP, INC.

Advisory

N·ATLANTA, GA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$15.4B
1-Year AUM Growth
+26.7%
3-Year CAGR
+14.8%
Employees
18
Assets Under Management
Total AUM$15.4B
Discretionary AUM$1.1B
Non-Discretionary AUM$14.4B
Discretionary %6.8%
Total Clients279
Team
Total Employees18
Investment Advisers19
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingFeb 6, 2013
Latest FilingMar 11, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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