RIA Intel›Advisers›Arizona›THE IVY LEAGUE ADVISORY GROUP, LLC

THE IVY LEAGUE ADVISORY GROUP, LLC

Advisory

SAN TAN VALLEY, AZ

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

Average account

$110K

across 318 accounts

AUM per adviser

$18M

2 advisers

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

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$0

Non-Discretionary AUM$35M

Discretionary %0%

Total Clients194

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NH, VT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

194 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

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

ALPHA SQUARED CAPITAL, LLC

$35M

JOSEPH GLEN SEEP

$35M

BECKETT COLLECTIVE, LLC

$34M

KINGDOM WEALTH ADVISERS, LLC

$34M

21:5 ADVISORS, LLC

$36M

JANUS FINANCIAL LLC

$34M

Get the full picture on THE IVY LEAGUE ADVISORY GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE IVY LEAGUE ADVISORY GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans