Insights

Wealth Management Focus Discipline Advisors specializes in serving high-net-worth individuals and families, presenting opportunities to offer tailored financial products, estate planning solutions, and family office services to expand their personalized service offerings.

Technological Integration Utilizing a tech stack that includes Google Tag Manager, reCAPTCHA, and Formidable Forms indicates openness to digital engagement and client portal enhancements, suggesting potential for introducing advanced fintech tools or client experience platforms.

Financial Scale With revenues ranging from 25 to 50 million dollars, the firm displays a solid financial base, making it a viable target for premium service pitchings, strategic partnerships, or technology integrations aimed at scale growth.

Niche Market Position As a mid-sized firm within the competitive wealth management sector, there are opportunities to differentiate through innovative advisory services, such as integrating ESG investing or offering specialized family legacy planning.

Market Connectivity The company's affiliation with a network of similarly sized firms indicates potential for collaborative opportunities, joint ventures, or shared technology solutions that can enhance service breadth and client reach.

Discipline Advisors Tech Stack

Discipline Advisors uses 8 technology products and services including Open Graph, Twemoji, jQuery Migrate, and more. Explore Discipline Advisors's tech stack below.

Open Graph

Content Management System

Twemoji

Font Scripts

jQuery Migrate

Javascript Libraries

PHP

Programming Languages

reCAPTCHA

Security

Google Tag Manager

Tag Management

GoDaddy

Web Hosting

Formidable Forms

Web Platform Extensions

Discipline Advisors Email Formats	Example	Percentage
FirstL@disciplineadvisors.com	JohnD@disciplineadvisors.com	50%
FirstL@disciplineadvisors.com	JohnD@disciplineadvisors.com	50%

Discipline Advisors Email Formats

Example

Percentage

FirstL@disciplineadvisors.com

JohnD@disciplineadvisors.com

50%

FirstL@disciplineadvisors.com

JohnD@disciplineadvisors.com

50%

Frequently Asked Questions

Where is Discipline Advisors's headquarters located?

Discipline Advisors's main headquarters is located at 150 Street Andrews Court, Suite 210. The company has employees across 2 continents, including North AmericaAsia.

What is Discipline Advisors's phone number?

You can contact Discipline Advisors's main corporate office by phone at

+1-800-767-****

. 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 Discipline Advisors's official website and social media links?

Discipline Advisors's official website is disciplineadvisors.com and has social profiles on LinkedIn.

What is Discipline Advisors's SIC code NAICS code?

Discipline Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Discipline Advisors have currently?

As of December 2025, Discipline Advisors has approximately 12 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: J. M.Chief Operating Officer: C. M.Accounting Leader: L. R.. Explore Discipline Advisors's employee directory with LeadIQ.

What industry does Discipline Advisors belong to?

Discipline Advisors operates in the Financial Services industry.

What technology does Discipline Advisors use?

Discipline Advisors's tech stack includes Open GraphTwemojijQuery MigratePHPreCAPTCHAGoogle Tag ManagerGoDaddyFormidable Forms.

What is Discipline Advisors's email format?

Discipline Advisors's email format typically follows the pattern of FirstL@disciplineadvisors.com. Find more Discipline Advisors email formats with LeadIQ.

Discipline Advisors

Q: How many employees does Discipline Advisors have currently?

Discipline Advisors has approximately 12 employees.

Q: What technology does Discipline Advisors use?

Discipline Advisors's tech stack includes Google Hosted Libraries, Magnific Popup, Open Graph, WordPress Super Cache, jQuery Migrate.

Financial ServicesMinnesota, United States11-50 Employees

CAPTURING RESULTS THROUGH INNOVATION AND DISCIPLINE

Our Services  
DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance. They serve individuals and families of significant wealth providing personalized, integrated investment strategies and management, trusts and estate planning, wealth planning and family office support. Their unique approach and unwavering commitment to utilize all available resource helps clients achieve peace of mind related to their future and financial well-being. For more information visit www.disciplineadvisors.com.

Disclosure
Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC.  Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser.  DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

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