Insights

Acquisition Opportunity Resource Advisory Services was acquired by The Mather Group in June 2020 for 116M and now operates under TM G. This history indicates potential cross-sell opportunities for TM G to expand client services or consolidate AUM under a unified platform.

AUM Growth Post-acquisition massing suggests continued growth potential in fiduciary and wealth management services. With current AUM around 116M reported at acquisition and combined TM G footprint, there is room to target onboarding additional high-net-worth clients seeking fiduciary-only advice.

Small Firm Resource Advisory Services operated as a small firm (2-10 employees), implying potential needs for scalable infrastructure, compliance support, technology upgrades, and partner integrations to support growth within a larger corporate framework.

Tech Stack Fit The existing tech stack includes WordPress, PHP, Yoast SEO, and modern web assets. Sales efforts can emphasize digital onboarding enhancements, website performance optimization, and SEO-driven marketing services to attract new affluent clients.

Market Alignment As part of a broader national wealth management network, there are opportunities to pitch integrated solutions such as risk management, financial planning, and modern CRM/portfolio platforms to align with TM G’s multi-office presence and scale capabilities.

Similar companies to Resource Advisory Services

Resource Advisory Services Tech Stack

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

  • Content Management System
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Adobe Fonts
    Web Fonts

Resource Advisory Services's Email Address Formats

Resource Advisory Services uses at least 1 email format:
Resource Advisory Services Email FormatsExamplePercentage
FLast@resourceadv.comJDoe@resourceadv.com
100%

Frequently Asked Questions

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 July 2026, Resource Advisory Services's annual revenue is estimated to be $1M - $10M.

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 July 2026, Resource Advisory Services has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. L. and Advisor Assistant: P. B. 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 WordPress, Font Awesome, Twemoji, TweenMax, jQuery, OWL Carousel, Yoast SEO and Adobe 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 logo

Resource Advisory Services

Financial ServicesTennessee, United States2-10 Employees

Resource Advisory Services was a Knoxville-based financial advisory practice operating on a fee-only, fiduciary model, providing independent financial guidance within the financial services sector. The firm was small in scale, focused on delivering advisory services to clients seeking objective financial management. It was located in Knoxville, Tennessee.

In 2020, Resource Advisory Services was acquired by The Mather Group, a Chicago-based wealth management firm with a national presence. The transaction integrated the Knoxville practice into The Mather Group's platform, with communications for the client base directed to The Mather Group.

Section iconCompany Overview

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

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