The Advisory Resource Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 16, 2026, reports $927M in regulatory assets under management, 13 employees, 3 offices, and 2,410 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
562
2
HNWI
20.7%
147
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$927Mas of March 16, 2026
Discretionary81.7%
$757M
82% of total RAUM81.7%
Non-discretionary18.3%
$170M
18% of total RAUM18.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$927M
Total Accounts2,410
10Y AUM Change+$927M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee55:1
10Y Employee Change+8 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.