Insights

Strategic Acquisition Resource Advisory Services was acquired by The Mather Group for 116 million dollars, indicating a strategic move to expand its wealth management footprint and asset base, which presents opportunities for cross-selling additional financial advisory services.

Growth Potential With assets under management of 116 million dollars and a revenue range of one to ten million, the company is positioned for growth within the financial advisory sector, highlighting potential for upselling advanced investment solutions or technology platforms.

Niche Focus As a fiduciary-only firm, Resource Advisory Services emphasizes a client-first approach that could be attractive to high-net-worth individuals and institutions seeking trusted, conflict-free financial guidance, opening avenues for premium service offerings.

Technology Use The company's tech stack includes popular tools like WordPress and Google Fonts API, suggesting an emphasis on digital presence and client engagement, which offers opportunities to introduce innovative digital financial planning and client portal solutions.

Market Expansion Being part of a nationwide wealth management group with offices across the US, Resource Advisory Services presents potential for sales of country-wide financial products and services tailored to diverse client demographics and regional market trends.

Resource Advisory Services Tech Stack

Resource Advisory Services uses 8 technology products and services including WordPress, Google Fonts API, Font Awesome, and more. Explore Resource Advisory Services's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Adobe Fonts
    Web Fonts

Resource Advisory Services's Email Address Formats

Resource Advisory Services uses at least 1 format(s):
Resource Advisory Services Email FormatsExamplePercentage
FLast@resourceadv.comJDoe@resourceadv.com
50%
FLast@resourceadv.comJDoe@resourceadv.com
50%

Frequently Asked Questions

Where is Resource Advisory Services's headquarters located?

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

What is Resource Advisory Services's phone number?

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

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

How much revenue does Resource Advisory Services generate?

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As of December 2025, Resource Advisory Services's annual revenue is estimated to be $400K.

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

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Resource Advisory Services's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Resource Advisory Services have currently?

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As of December 2025, 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?

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Resource Advisory Services operates in the Financial Services industry.

What technology does Resource Advisory Services use?

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Resource Advisory Services's tech stack includes WordPressGoogle Fonts APIFont AwesomejQueryUnderscore.jsPHPYoast SEOAdobe Fonts.

What is Resource Advisory Services's email format?

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

When was Resource Advisory Services founded?

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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.

Section iconCompany Overview

Headquarters
2095 Lakeside Centre Way, Suite 105
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Resource Advisory Services's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Resource Advisory Services's revenue is estimated to be in the range of $1M$10M

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