Insights

Acquisition Opportunity Resource Advisory Services was recently acquired by The Mather Group for $116 million, indicating financial growth and potential synergies for cross-selling opportunities within The Mather Group's extensive client base.

Niche Focused As a fiduciary-only financial advisory firm, Resource Advisory Services had a focused niche clientele, presenting an opportunity to target similar clients looking for personalized, fee-only financial services in Knoxville and surrounding areas.

Technology Integration Resource Advisory Services utilized WordPress and other tech tools, showcasing a tech-savvy approach that can be leveraged to attract clients seeking innovative digital solutions and personalized financial planning services.

Competitive Landscape With giants like USI Insurance Services and Aon Hewitt in the industry, there is an opportunity for Resource Advisory Services to differentiate itself by offering boutique, customer-centric services focusing on individualized financial planning and wealth management.

Localized Approach Being based in Knoxville, Resource Advisory Services had a strong local presence, providing an opportunity for businesses looking to collaborate with a regional financial firm rooted in the community and offering personalized services tailored to local needs.

Similar companies to Resource Advisory Services

Resource Advisory Services Tech Stack

Resource Advisory Services uses 8 technology products and services including WordPress, Twitter Emoji (Twemoji), Google Font API, and more. Explore Resource Advisory Services's tech stack below.

WordPress
Content Management System
Twitter Emoji (Twemoji)
Font Scripts
Google Font API
Font Scripts
Underscore.js
Javascript Libraries
Modernizr
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
Adobe Fonts
Web Fonts

Media & News

The Mather acquired Resourceadv for $116M on Jun 16th '20.
The Mather Group (TMG), a family- and employee-owned wealth management firm with seven offices across the country, announced today its acquisition of Resource Advisory Services, a Knoxville-based fiduciary-only firm with $116 million in assets under management (AUM).
Jun 16, 2020 | www.businesswire.com

Resource Advisory Services's Email Address Formats

Resource Advisory Services uses at least 1 format(s):

Resource Advisory Services Email Formats	Example	Percentage
FLast@resourceadv.com	JDoe@resourceadv.com	50%
FLast@resourceadv.com	JDoe@resourceadv.com	50%

Frequently Asked Questions

Where is Resource Advisory Services's headquarters located?

Resource Advisory Services's main headquarters is located at 2095 Lakeside Centre Way, Ste 105 Knoxville, TN 37922 US. The company has employees across 1 continents, including North America.

What is Resource Advisory Services's phone number?

You can contact Resource Advisory Services's main corporate office by phone at

+1-865-560-****

. 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 Resource Advisory Services's official website and social media links?

Resource Advisory Services's official website is resourceadv.com and has social profiles on LinkedIn.

How much revenue does Resource Advisory Services generate?

As of July 2020, Resource Advisory Services's annual revenue reached $400K.

What is Resource Advisory Services's SIC code NAICS code?

Resource Advisory Services's SIC code is 8742 - Management Consulting Services NAICS code is 523920 - Portfolio Management.

How many employees does Resource Advisory Services have currently?

As of July 2020, Resource Advisory Services has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. L.Office Manager/Client Services: C. N. L.Client Services Associate: E. F.. Explore Resource Advisory Services's employee directory with LeadIQ.

What industry does Resource Advisory Services belong to?

Resource Advisory Services operates in the Financial Services industry.

What technology does Resource Advisory Services use?

Resource Advisory Services's tech stack includes WordPressTwitter Emoji (Twemoji)Google Font APIUnderscore.jsModernizrPHPYoast SEOAdobe Fonts.

What is Resource Advisory Services's email format?

Resource Advisory Services's email format typically follows the pattern of . Find more Resource Advisory Services email formats with LeadIQ.

When was Resource Advisory Services founded?

Resource Advisory Services was founded in 1985.

Resource Advisory Services

Financial ServicesTennessee, United States2-10 Employees

Resource Advisory Services was a Knoxville-based fee-only financial advisory firm. On May 29th, 2020, they were acquired by The Mather Group (TMG), a wealth management firm based in Chicago with offices across the nation.  All communication should be directed to The Mather Group found at https://www.themathergroup.com.