Insights

Acquisition Growth Resource Advisory Services was acquired by The Mather Group in 2020, expanding its market presence and gaining access to TMG’s broader client base and resources, suggesting potential opportunities for cross-selling additional wealth management or financial advisory services.

Market Niche As a fee-only fiduciary firm with a focus on personalized advising and a relatively small team, Resource Advisory Services is positioned to value transparent, client-centric solutions, indicating an opportunity to introduce high-touch or customized financial services.

Digital Presence The company’s technology stack, including WordPress and SEO tools, highlights an emphasis on maintaining an accessible online presence, which can be leveraged to engage prospects and promote financial planning offerings through digital channels.

Financial Scope With assets under management of approximately $116 million and revenue estimates between $1 million and $10 million, the company presents a manageable client portfolio size ideal for targeted upselling or expanding existing client relationships with additional wealth solutions.

Growth Potential Given its recent acquisition and integration into a national firm, Resource Advisory Services offers opportunities to introduce new financial products, expand service offerings, or offer advanced planning tools tailored to its client demographics for business development.

Similar companies to Resource Advisory Services

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

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, Suite 105. 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 December 2025, Resource Advisory Services's annual revenue is estimated to be $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 52 - Finance and Insurance.

How many employees does Resource Advisory Services have currently?

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?

Resource Advisory Services operates in the Financial Services industry.

What technology does Resource Advisory Services use?

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

What is Resource Advisory Services's email format?

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?

Resource Advisory Services was founded in 1985.

Resource Advisory Services

Q: How many employees does Resource Advisory Services have currently?

Resource Advisory Services has approximately 2 employees.

Q: What technology does Resource Advisory Services use?

Resource Advisory Services's tech stack includes TweenMax, jQuery, Modernizr, Gravity Forms, prettyPhoto.

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.