Tilton, NH Office
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The Ivy League Advisory Group, LLC
Supported
Firm-wide stats for The Ivy League Advisory Group, LLC
Total advisors
3Clients per advisor
65 HighAvg AUM per client
$181,010 Very LowHNW client ratio
3% Very LowAbout
The Ivy League Advisory Group, LLC provides investment advisory and planning services to individual clients — including high‑net‑worth individuals — and to retirement plan sponsors. Services include non‑discretionary asset management delivered via the Orion Portfolio Solutions platform, 529 college‑savings guidance, ERISA 3(21) plan advisory support, third‑party money‑manager referrals, and ongoing financial planning and consulting, along with public seminars and workshops.
The firm typically operates on a non‑discretionary basis, obtaining client approval for transactions while implementing model portfolios developed in‑house, selected from Orion Strategists, or managed by third‑party managers it refers. Portfolio construction is centered on diversified, low‑cost mutual funds and ETFs, risk‑aligned allocation tiers, and periodic rebalancing, with reviews tied to client objectives, tax considerations, and estate planning needs.
Distinctive features include an asset base that is almost entirely non‑discretionary—an uncommon arrangement for firms in this peer group—and a regular program of educational seminars and workshops. The firm also maintains an affiliated insurance practice and referral arrangements with third‑party managers; these relationships and their potential conflicts are disclosed and managed while the firm generally serves as liaison rather than exercising trading discretion.
Based on The Ivy League Advisory Group, LLC
Expertise
Based on The Ivy League Advisory Group, LLC
Location
322 W Main Street, Suite 216
Tilton NH 03276
Advisors at this office
3
Advisors at this office
Brandon A
Series 63, Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Brandon Archibald is a financial advisor with The Ivy League Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with The Ivy League Advisory Group since 2014, following prior roles at Gradient Advisors, LLC and Primerica Advisors. In addition to his advisory role, Archibald is involved in insurance sales and service. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm emphasizes non-discretionary asset management using diversified, low-cost mutual funds and ETFs, along with educational seminars and workshops.
Markus C
Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Markus Cole is a financial advisor at The Ivy League Advisory Group, LLC with a Series 65 credential. He has been with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm focuses on non-discretionary asset management using diversified, low-cost mutual funds and ETFs, with client approval required for transactions and a strong emphasis on educational seminars and workshops.
Peter L
Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 designation and 10 years of industry experience. He has been with The Ivy League Advisory Group since 2016. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm operates primarily on a non-discretionary basis, offering diversified, low-cost portfolio solutions alongside educational seminars and workshops.
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