A complete list of active advisors currently associated with Strategic Wealth Group

Warmer can help you find a great advisor at Strategic Wealth Group or one who fits your needs even better.

Strategic Wealth Group provides discretionary and non‑discretionary portfolio management, financial planning (full, hourly, and ongoing), ERISA retirement plan advisory (typically as a 3(21) fiduciary), and a wrap fee program for individuals, retirement plans, trusts and other entities. The firm reported $1.54 billion in discretionary assets under management as of December 31, 2025 and does not impose a stated account minimum. The firm builds client strategies using fundamental and technical analysis to set asset allocation and select investments, documents objectives in investment policy statements, and reviews accounts at least quarterly; it also hires sub‑advisors and uses third‑party manager programs (including LPL/Parametric TAMP options) and a third‑party platform to manage held‑away defined contribution accounts. Strategic Wealth Group offers both ongoing fiduciary advice for retirement accounts and the option for clients to retain non‑discretionary control, and it discloses use of model management, block trading for wrap models, and periodic rebalancing. What distinguishes the firm from many peers is its integration with broker‑dealer and insurance activities: many associated persons are registered representatives of LPL and some are licensed insurance agents, and firm disclosures note registered‑rep work consumes roughly 75% of certain personnel’s time while producing under 15% of total revenue; the firm also discloses transition payments from LPL and referral fees from third‑party money managers. The brochure further notes a change in ownership in July 2024 and describes arrangements (including potential referral and sub‑advisor fees and custodial/TAMP fee overlays) that the firm discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at Strategic Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.