Insights

Recent Acquisition Eaton Financial Advisors was acquired by Parallel Advisors, LLC in July 2026, presenting a transition opportunity to align product and service offerings with the acquiring firm’s platform and client base.

Growth Potential With annual revenue in the $1M–$10M range and a small employee count, there is potential to scale services via integrated RIA platforms, back-office support, and technology enhancements to attract more assets.

Technology Stack Current tech footprint includes WordPress, Shopify, Microsoft 365, Google Cloud, Hotjar, Piwik, Vimeo, and JSON-LD, suggesting opportunities to offer digital modernization, security, data analytics, and client experience improvements.

Market Positioning Operating in Galena, IL with a destination-like acquisition by a national firm indicates a path to expanded regional or national reach by leveraging Parallel Advisors’ network and resources.

Sales Lead The sale event and MarshBerry advisory involvement signal a interest in strategic partnerships and seller-focused engagement; a targeted outreach offering transition-ready solutions, integration services, and ongoing advisory platforms could resonate with the buyer and former owners.

Similar companies to Eaton Financial Advisors

Eaton Financial Advisors Tech Stack

Eaton Financial Advisors uses 8 technology products and services including Hotjar, WordPress, Shopify, and more. Explore Eaton Financial Advisors's tech stack below.

Eaton Financial Advisors's Email Address Formats

Eaton Financial Advisors uses at least 2 email formats:
Eaton Financial Advisors Email FormatsExamplePercentage
First@eatonfinancialgroup.comJohn@eatonfinancialgroup.com
75%
FLast@eatonfinancialgroup.comJDoe@eatonfinancialgroup.com
25%

Frequently Asked Questions

What is Eaton Financial Advisors's official website and social media links?

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Eaton Financial Advisors's official website is eatonfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Eaton Financial Advisors generate?

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As of September 2026, Eaton Financial Advisors's annual revenue is estimated to be $1M - $10M.

What is Eaton Financial Advisors's SIC code and NAICS code?

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Eaton Financial Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Eaton Financial Advisors have currently?

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As of September 2026, Eaton Financial Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Investment Management Consultant: D. E. and Client Services Representative: M. J. S. Explore Eaton Financial Advisors's employee directory with LeadIQ.

What industry does Eaton Financial Advisors belong to?

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Eaton Financial Advisors operates in the Financial Services industry.

What technology does Eaton Financial Advisors use?

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Eaton Financial Advisors's tech stack includes Hotjar, WordPress, Shopify, Microsoft 365, Google Cloud, JSON-LD, Piwik and Vimeo.

What is Eaton Financial Advisors's email format?

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Eaton Financial Advisors's email format typically follows the pattern of First@eatonfinancialgroup.com. Find more Eaton Financial Advisors email formats with LeadIQ.
Eaton Financial Advisors logo

Eaton Financial Advisors

Financial ServicesIllinois, United States2-10 Employees

Eaton Financial Advisors operates in the financial services sector, offering advisory services from its Galena, Illinois location. The firm serves individual clients and small businesses seeking guidance in managing assets and financial planning within a localized, boutique setting, reflected by its small team and office presence. In the broader industry landscape, it is positioned among other established financial services firms, providing personalized strategic advice as part of the regional market in Galena and surrounding areas. A recent development noted in industry news is the acquisition of Eaton Financial Group by Parallel Advisors, LLC, indicating a strategic consolidation in the advisory space.

Section iconCompany Overview

SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Eaton Financial Advisors's revenue is estimated to be in the range of $1M - $10M

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