The Villages, FL Office

RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth clients, trusts, estates, corporations, and charitable organizations. The firm does not offer standalone fee‑based financial plans; any financial planning services provided are incorporated into the advisory relationship and fees.

The firm creates an Investment Objective Confirmation for each account and typically manages client accounts on a discretionary basis, using a combination of charting, fundamental, and technical analysis and employing both long‑ and short‑term trading strategies. All managed assets are overseen in‑house rather than delegated to third‑party managers, and advisors may execute transactions without seeking prior client approval under granted discretion.

RIA Advisory Group operates as a multi‑office team (21 advisors across 11 offices) managing approximately $568 million for about 1,968 clients, a scale and footprint that is less common among similarly sized teams. Several principals hold professional registrations in accounting and law, the firm pays an affiliated research company for research services, and multiple advisors maintain insurance licenses — relationships the firm discloses as potential conflicts of interest.