Advantage Retirement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated March 11, 2026, reports $675M in regulatory assets under management, 10 employees, 1 office, and 1,804 accounts.
Assets Under Management
$675M
Employees
10
Offices
1 office
Total Clients
583
Primary office
FORT MYERS, FL
8870 DANIELS PARKWAY, FORT MYERS, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
373
2
HNWI
33.8%
197
3
Pension Plans
1.2%
7
4
Corporations
1.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$675Mas of March 11, 2026
Discretionary100.0%
$675M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$675M
Total Accounts1,804
10Y AUM Change+$675M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee58:1
10Y Employee Change+3 (+42.9%)
* 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.