Insights

Boutique Growth The Financial Advisory Group operates as a boutique wealth management firm with a focused client base and individualized wealth maximization strategies, indicating potential for premium, high-touch advisory services and complementary offerings that can be upsold to existing clients.

Independent RIA As a fee-only Registered Investment Advisor regulated by the SEC with third-party custodial relationships, there is an opportunity to position additional independent custodial or transition services, custody technology enhancements, or outsourced investment operations for efficiency and transparency.

Asset Exposure Past investment activity includes a stake in Amgen, suggesting openness to equity or alternative investment opportunities; explore cross-sell of asset management strategies, private placements, or research-backed equity ideas aligned with client risk profiles.

Digital Footprint Limited mention of technology stack (SWFObject, Microsoft ASP.NET) points to room for digital modernization, client portal enhancements, portfolio reporting automation, and marketing automation to attract and engage tech-savvy clients.

Scale Readiness With 11-50 employees and revenue in the mid six-figures to seven-figures range, there is potential for partnerships in scale-focused services such as compliance, cybersecurity, CRM implementations, and back-office support to enable growth without compromising service quality.

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The Financial Advisory Group Tech Stack

The Financial Advisory Group uses 2 technology products and services including SWFObject, Microsoft ASP.NET, and more. Explore The Financial Advisory Group's tech stack below.

SWFObject
Miscellaneous
Microsoft ASP.NET
Web Frameworks

Media & News

Finadvisors invests into assets: stake in Amgen in the amount of $213K.
Finally, Financial Advisory Group purchased a new stake in Amgen in the third quarter worth $213,000.
Oct 31, 2018 | pressoracle.com

The Financial Advisory Group's Email Address Formats

The Financial Advisory Group uses at least 4 email formats:

The Financial Advisory Group Email Formats	Example	Percentage
First.Last@finadvisors.com	John.Doe@finadvisors.com	71%
FLast@finadvisors.com	JDoe@finadvisors.com	21%
Last@finadvisors.com	Doe@finadvisors.com	6%
First-Last@finadvisors.com	John-Doe@finadvisors.com	2%

Frequently Asked Questions

What is The Financial Advisory Group's phone number?

You can contact The Financial Advisory Group's main corporate office by phone at

+1-713-624-****

. 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 The Financial Advisory Group's official website and social media links?

The Financial Advisory Group's official website is finadvisors.com and has social profiles on LinkedIn.

How much revenue does The Financial Advisory Group generate?

As of July 2026, The Financial Advisory Group's annual revenue is estimated to be $25M - $50M.

What is The Financial Advisory Group's NAICS code?

The Financial Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Financial Advisory Group have currently?

As of July 2026, The Financial Advisory Group has approximately 12 employees across 2 continents, including North America and Europe. Key team members include President: J. C., President: R. S. and Executive Vice President Finance And Chief Financial Officer: R. S. Explore The Financial Advisory Group's employee directory with LeadIQ.

What industry does The Financial Advisory Group belong to?

The Financial Advisory Group operates in the Financial Services industry.

What technology does The Financial Advisory Group use?

The Financial Advisory Group's tech stack includes SWFObject and Microsoft ASP.NET.

What is The Financial Advisory Group's email format?

The Financial Advisory Group's email format typically follows the pattern of First.Last@finadvisors.com. Find more The Financial Advisory Group email formats with LeadIQ.

When was The Financial Advisory Group founded?

The Financial Advisory Group was founded in 1997.

The Financial Advisory Group

Q: How many employees does The Financial Advisory Group have currently?

The Financial Advisory Group has approximately 12 employees.

Q: What is The Financial Advisory Group's NAICS code?

The Financial Advisory Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

The Financial Advisory Group operates as a boutique firm within the financial services sector, concentrating on wealth management. It works with clients to safeguard and manage their wealth while pursuing targeted financial objectives, delivering personalized service. The firm describes its staff as highly skilled, versatile, and adaptable. The company provides financial and tax planning through written, goal-oriented plans that cover budgeting, cash flow, retirement and education funding, taxes, estate planning, investments, and insurance. It is a fee-only registered investment adviser regulated by the SEC; client assets are held by independent custodians and managed according to each client's investment plan, with performance reviewed quarterly, and the firm is based in Houston, Texas.