Insights

Growing Asset Manager Brent Financial Group is a small to mid-sized financial services firm with 11-50 employees and revenue in the 1M to 10M range, indicating an opportunity to offer scalable technology, security, and advisory practice support tailored for growing firms.

Technology Stack Current tech includes AWS, Drupal, Acquia Cloud Site Factory, DocuSign, Datadog, New Relic, Percona, PHP, and monitoring tools, suggesting prospects for enhanced compliance, cybersecurity, workflow automation, and cloud optimization services.

Regulatory Footprint Operations across many states with regulated securities and advisory services through Commonwealth Financial Network signal opportunities for robust regulatory technology, RIA compliance support, and vendor risk management solutions.

Strategic Partnerships As an RIA partner network user, Brent may value services that strengthen custodian integrations, advisory platforms, and client experience tools to scale offerings without compromising service quality.

Growth Readiness With a revenue profile indicative of growth and a diversified industry peers mix, Brent is poised for consulting on financial tech adoption, data analytics, cybersecurity resilience, and client onboarding enhancements to drive efficiency.

Similar companies to Brent Financial Group, LLC

MassMutual
12K$10B+
T. Rowe Price
8.6K$1B - $10B
Wealthfront
450$250M - $500M
Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Personal Capital
1.8K$1B - $10B
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Betterment
668$500M - $1B
Edward Jones
46K$10B+

Brent Financial Group, LLC Tech Stack

Brent Financial Group, LLC uses 8 technology products and services including Amazon Web Services, Drupal, Percona, and more. Explore Brent Financial Group, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Percona
Database
DocuSign
Miscellaneous
PHP
Programming Languages
Datadog
Real User Monitoring
New Relic
Real User Monitoring
Acquia Cloud Site Factory
Web Hosting

Brent Financial Group, LLC's Email Address Formats

Brent Financial Group, LLC uses at least 4 email formats:

Brent Financial Group, LLC Email Formats	Example	Percentage
First@brentfinancial.com	John@brentfinancial.com	50%
Last@brentfinancial.com	Doe@brentfinancial.com	25%
FLast@brentfinancial.com	JDoe@brentfinancial.com	13%
LastF@brentfinancial.com	DoeJ@brentfinancial.com	12%

Frequently Asked Questions

What is Brent Financial Group, LLC's phone number?

You can contact Brent Financial Group, LLC's main corporate office by phone at

+1-845-297-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brent Financial Group, LLC's official website and social media links?

Brent Financial Group, LLC's official website is brentfinancial.com and has social profiles on LinkedIn.

How much revenue does Brent Financial Group, LLC generate?

As of July 2026, Brent Financial Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Brent Financial Group, LLC have currently?

As of July 2026, Brent Financial Group, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Administrative Assistant: B. L., Insurance Agent Casualty: M. G. and Receptionist: S. N. Explore Brent Financial Group, LLC's employee directory with LeadIQ.

What industry does Brent Financial Group, LLC belong to?

Brent Financial Group, LLC operates in the Financial Services industry.

What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes Amazon Web Services, Drupal, Percona, DocuSign, PHP, Datadog, New Relic and Acquia Cloud Site Factory.

What is Brent Financial Group, LLC's email format?

Brent Financial Group, LLC's email format typically follows the pattern of First@brentfinancial.com. Find more Brent Financial Group, LLC email formats with LeadIQ.

Brent Financial Group, LLC

Q: How many employees does Brent Financial Group, LLC have currently?

Brent Financial Group, LLC has approximately 11 employees.

Q: What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes New Relic, Open Graph, Font Awesome, FMG Suite, X-Content-Type-Options.

Q: What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Brent Financial Group, LLC operates in the financial services sector, offering financial consulting and asset management. The firm was founded in 1986 and is based in Wappingers Falls, New York. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser and member of FINRA and SIPC. 

Its client communications are directed to residents of a defined group of states, with offers restricted outside those jurisdictions to comply with state regulations. The core services provided are financial consulting and asset management within the financial services industry. As a small to mid-sized firm, Brent Financial Group maintains its operations from its location in New York.