About GM Advisory Group
GM Advisory Group is a company based in Melville (United States) founded in 2004 by Frank P Marzano was acquired by Wealthspire in September 2023. GM Advisory Group offers products and services including Financial Planning, Investment Management, and Family Office Services. GM Advisory Group operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Melville, United States
- Founders Frank P Marzano
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gmagwealth.com
- Social LinkedIn YouTube
- Acquired by Wealthspire (Sep 2023)
- Legal Name Gm Advisory Group, Inc.
- Investors
- Acquired byWealthspire
(Sep 2023)
Products & Services of GM Advisory Group
GM Advisory Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Family Office Services.
Offers personalized financial strategies for individuals and businesses
Provides portfolio management and investment philosophies
Manages comprehensive wealth for high-net-worth families
Apps and channels of GM Advisory Group
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from GM Advisory Group
The most watched videos on GM Advisory Group's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in GM Advisory Group
GM Advisory Group has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for GM Advisory Group
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People of GM Advisory Group
1 people are tracked at GM Advisory Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Frank P Marzano | Founder | Leadership |
Complete people profiles for GM Advisory Group
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Timeline of GM Advisory Group
2 dated milestones of GM Advisory Group across 19 years, from founding to its latest funding, stage changes and deals.
- Founded GM Advisory Group is founded.
- Exit Acquired by Wealthspire.
Competitors of GM Advisory Group
GM Advisory Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of GM Advisory Group
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Latest news on Gm Advisory Group
Complete news archive for GM Advisory Group
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Similar companies to GM Advisory Group
10 companies that operate in the same segment as GM Advisory Group (Asset Management), 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 | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about GM Advisory Group
GM Advisory Group was founded in 2004.
GM Advisory Group is headquartered in Melville, United States. It is registered at Melville, New York, United States.
It is a wealth management firm that offers personalized and integrated wealth management solutions to its clients. They have a team of experienced professionals who provide financial advisory services and strive to ensure peace of mind for their clients.
GM Advisory Group's top competitors include Focus Financial Partners, Alera Group and Raymond James.
GM Advisory Group offers Financial Planning, Investment Management, and Family Office Services.
GM Advisory Group has 1 investor. Key investors include Wealthspire.
GM Advisory Group operates through Gm Advisory Group, Inc..
Yes. GM Advisory Group was acquired by Wealthspire in September 2023.