Insights

Acquisition & Growth Resource Advisory Services was acquired by The Mather Group in 2020 for $116 million, indicating a strategic expansion effort and an increased asset base that could benefit from comprehensive wealth management solutions and technology integration.

Market Segmentation Operating as a fiduciary-only financial advisory with assets under management of approximately $116 million, the company presents opportunities for targeted financial products and services tailored to similar mid-sized advisory firms seeking scalable growth.

Technology Stack Utilizing a modern tech stack with WordPress, Google Fonts API, and JavaScript libraries suggests openness to tech-driven client engagement tools and digital marketing solutions to enhance their online presence and service delivery.

Revenue Potential With annual revenues estimated between $1 million and $10 million, Resource Advisory Services offers a viable opportunity for financial service providers looking to penetrate mid-tier advisory firms with growth-oriented financial products or consulting services.

Competitive Landscape Positioned alongside similar-sized firms and subsidiaries of larger international companies, Resource Advisory Services can be approached for niche solutions that differentiate through fiduciary focus and personalized wealth management offerings.

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
  • OWL Carousel
    Javascript Libraries
  • jQuery
    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
100%

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 Knoxville, Tennessee 37922 United States. 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.

What is Resource Advisory Services's NAICS code?

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Resource Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does Resource Advisory Services have currently?

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As of February 2026, 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 AwesomeOWL CarouseljQueryPHPYoast 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 Knoxville, Tennessee 37922 United States
Phone number
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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