About Headquarters Advisory Group
Headquarters Advisory Group is a Financial Services company based in Parsippany Troy Hills (United States) founded in 2014, and was acquired by Avantax in August 2021. Diversified investment management is handled by the firm. 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
The firm was established in 2014 in Parsippany Troy Hills, United States, as a diversified investment management entity. Operations focus on managing various investment portfolios for clients. Services encompass advisory support in asset allocation and risk assessment within the financial sector. Activities are centered in the U.S., with emphasis on structured investment strategies tailored to institutional needs.
- Headquarters Parsippany Troy Hills, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website hqadvisorygroup.com
- Social LinkedIn
- Acquired by Avantax (Aug 2021)
Investors in Headquarters Advisory Group
Headquarters Advisory Group has secured backing from 1 investor. Prominent investors backing the company include Avantax.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Holistic financial services are delivered via wealth management. | 1983 | avantax.com | Dallas, United States |
Investor details for Headquarters Advisory Group
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Timeline of Headquarters Advisory Group
2 dated milestones of Headquarters Advisory Group across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Headquarters Advisory Group is founded.
- Exit Acquired by Avantax.
Competitors of Headquarters Advisory Group
Headquarters Advisory Group 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 Headquarters Advisory Group
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Top companies in Asset Management
3 companies that operate in the same segment as Headquarters Advisory Group (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 |
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Related news about Headquarters Advisory Group
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Frequently Asked Questions about Headquarters Advisory Group
Headquarters Advisory Group was founded in 2014.
Headquarters Advisory Group is headquartered in Parsippany Troy Hills, United States. It is registered at Parsippany Troy Hills, New Jersey, United States.
The firm was established in 2014 in Parsippany Troy Hills, United States, as a diversified investment management entity. Operations focus on managing various investment portfolios for clients. Services encompass advisory support in asset allocation and risk assessment within the financial sector. Activities are centered in the U.S., with emphasis on structured investment strategies tailored to institutional needs.
Headquarters Advisory Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Headquarters Advisory Group has 1 investor. Key investors include Avantax.
Yes. Headquarters Advisory Group was acquired by Avantax in August 2021.