Investment Advisory Group LLC

Investment Advisory Group LLC (CRD# 109445) is a financial advisory firm headquartered in Hanover, MA. They manage $848,188,265 in 3,236 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    848
    MILLION
  • Total Number of Accounts
    3,236
    ACCOUNTS
  • Average Account Value
    $262,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA

Financial Advisors at Investment Advisory Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
George A. McCall
CRD#: 1345796
51 Mill Street, Building D, Hanover, MA 02339

George McCall (CRD# 1345796) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 38 years of experience in the finance industry. George McCall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul W. Reardon
CRD#: 2149952
51 Mill Street, Hanover, MA 02339

Paul Reardon (CRD# 2149952) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 32 years of experience in the finance industry. Paul Reardon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jay L. Richards
CRD#: 1689554
51 Mill Street, Building D, Hanover, MA 02339

Jay Richards (CRD# 1689554) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 33 years of experience in the finance industry. Jay Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Keith W. Whitt
CRD#: 5111717
51 Mill St Building D, Suite 101, Hanover, MA 02339

Keith Whitt (CRD# 5111717) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.