About Avenue Advisors
Avenue Advisors is a Financial Services company based in San Diego (United States) founded in 1994, and was acquired by The Mather Group in April 2022. Investment management and financial planning services are provided. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Avenue Advisors was established in 1994 in San Diego, United States. Operations focus on the financial services sector, where investment management and financial planning are delivered to clients. Advisory support is extended for portfolio strategies and retirement planning. The firm maintains a presence in the U.S. market, serving individual and institutional investors through tailored financial solutions.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial Services
- Website avenueadvisors.com
- Social LinkedIn
- Acquired by The Mather Group (Apr 2022)
- Investors
- Acquired byThe Mather Group
(Apr 2022)
Investors in Avenue Advisors
Avenue Advisors has secured backing from 1 investor. Prominent investors backing the company include The Mather Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified financial planning services are provided to clients. | 2011 | themathergroup.com | Chicago, United States |
Investor details for Avenue Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Avenue Advisors
2 dated milestones of Avenue Advisors across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Avenue Advisors is founded.
- Exit Acquired by The Mather Group.
Competitors of Avenue Advisors
Avenue Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Avenue Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Avenue Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Avenue Advisors
Complete news archive for Avenue Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Avenue Advisors
Avenue Advisors was founded in 1994.
Avenue Advisors is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Avenue Advisors was established in 1994 in San Diego, United States. Operations focus on the financial services sector, where investment management and financial planning are delivered to clients. Advisory support is extended for portfolio strategies and retirement planning. The firm maintains a presence in the U.S. market, serving individual and institutional investors through tailored financial solutions.
Avenue Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Avenue Advisors has 1 investor. Key investors include The Mather Group.
Yes. Avenue Advisors was acquired by The Mather Group in April 2022.