Recent Acquisition Resource Consulting Group was acquired by HighTower Advisors for approximately $2.5 billion, indicating strong investor confidence and potential for expanded partnership or service integration opportunities within their new corporate structure.

High-Net-Worth Focus Serving predominantly high-net-worth clients with a disciplined, academic-based investment approach positions Resource Consulting as a prime prospect for premium financial products and bespoke wealth management solutions.

Growth & Leadership Recent leadership promotions and team expansions reflect a focus on strategic growth, making the firm receptive to consulting, technology, or training services that can support their ongoing talent development.

Asset Management With assets under management of around $2.5 billion and a recent stake investment in Lockheed Martin, the firm shows an active interest in sophisticated investment strategies, opening opportunities for advanced financial analytics or alternative investment solutions.

Market Positioning As a well-regarded independent, fee-only firm recognized for its legacy and client service, Resource Consulting offers avenues for high-touch client engagement, personalized financial planning tools, and strategic partnership initiatives to enhance client experience.