Aldie, VA Office
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The Ascent Group, LLC
Multi-team
Firm-wide stats for The Ascent Group, LLC
About
The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm reports approximately $4.76 billion in assets under management and serves about 4,177 clients through a 15-advisor team.
TAG combines discretionary and non-discretionary portfolio management with advisor-created model portfolios and firm-managed model solutions, and also uses third‑party Independent Managers. It offers digital delivery through the Schwab Intelligent Portfolios program (SIPP), custom and direct indexing strategies, and access to alternative investments via the CAIS platform, with ongoing monitoring and periodic account reviews.
The firm is notable for a high client-to-advisor ratio—more than 200 clients per advisor—which is uncommon among multi-team firms and may affect the scale and delivery of advisor attention. TAG also makes use of model and platform-based offerings that can include hypothetical or model performance disclosures (for example, SIPP and firm-managed models) and operates within the Alera Group structure with affiliated relationships (including AssetMark and DPL) that expand product access but are disclosed as potential conflicts of interest.
Based on The Ascent Group, LLC
Expertise
Based on The Ascent Group, LLC
Location
Aldie VA
Advisors at this office
1
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