Independent | Fee-Only | Fiduciary

Advisor Solutions

Located in Upstate New York.

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Independent RIA

Strategic




For Financial Advisors.

Investment Advisor Group is an independently owned Registered Investment Advisor (RIA) that was built specifically for advisors wanting a partner to support the transition of their practice to the RIA model and beyond.

We believe the RIA structure provides the autonomy and flexibility to best serve clients’ unique goals and complex needs. Our firm brings the expertise, tools and experience to your team that provide you the ability to do what is best for your clients. We are your advocate.

  • Compliance
  • Marketing
  • Technology
  • Practice Management
  • Billing
  • Multi Custodian
  • Advisor Transition
  • Model Portfolios
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Advisor Solutions

Whether you are a captive employee at a wirehouse, affiliated with an independent broker dealer or already working with an RIA firm, we have the tools and resources to make this move your last. Every advisor we work with has the common thread of wanting more for their clients and always doing what is in their very best interest.
Who We Serve

    Strategic Alliances

    We partner with innovative companies to help benefit your financial future.

    Our Inspiration.

    We're Proud to be a Fee-Only Financial Advisory Firm.

    "Price is what you pay. Value is what you get."

    Warren Buffett

    Let’s work
    together

    Mail Us

    P.O. Box 568
    Hancock, NY 13783
    (914) 456-2812
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    © Investment Advisor Group   ADV   |   Disclosures

    CLPF LLC/Investment Advisor Group (IAG). This website is intended for financial professionals only. The Investment Advisor Group is a SEC Registered Investment Advisor and has no affiliations with any broker-dealer. IAG can conduct business only in states where IAG is registered or is exempt from registration. Most services provided by IAG do not require registration. The Investment Advisor Group is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAG. Charles Schwab, Fidelity, TD Ameritrade, and the Investment Advisor Group are not affiliated companies. The Investment Advisor Group and CL Price Financial are affiliated companies. The Investment Advisor Group is wholly owned by CLPF LCC..
    To Check Firm or Individual Backgrounds please go to https://adviserinfo.sec.gov/.
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