ALIGN ADVISOR GROUP, LLC
SEC RegisteredModern Wealth Management, Structurally Aligned.
About the firm
Align Advisor Group provides professional insight and sophisticated strategies for wealth management clients, specializing in the unique needs of high-net-worth individuals and families. The firm offers comprehensive, personalized service across wealth management, retirement planning, tax strategy, business strategies, and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management consultation and management, retirement goal-setting and comprehensive financial planning, business strategies for small business owners and investors, tax management strategies, and estate strategy support.
Who they serve
High-net-worth individuals and families, retirement plan participants, and small business owners and investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 179 | $55M |
| High Net Worth Individuals | 31 | $72M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALIGN ADVISOR GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.