Investor Advisory Group

Overview

Founded in 1987 and based in Charlotte, North Carolina, Investor Advisory Group operates as a registered investment advisor (RIA) with a fiduciary duty to its clients. The firm serves individuals, high-net-worth families, trusts and estates, providing a suite of services that spans investment advisory, financial planning, retirement planning, estate planning and tax planning. The firm's advisory approach integrates financial planning with portfolio management — a structure typical of planning-centric RIAs that bill on assets under management or flat retainer fees. Public records confirm the firm's RIA registration, which legally obligates it to act in clients' best interests when constructing portfolios and recommending strategies. Investor Advisory Group maintains its headquarters in Charlotte, a city that has grown into a significant wealth management hub alongside its banking heritage. The firm's four-decade presence in this market positions it within a community of corporate executives, business owners and legacy families tied to the region's financial and industrial base. Specific team size, named principals and assets under management are not publicly disclosed, limiting visibility into the firm's scale beyond its longevity and regulatory standing. As a privately held RIA without a public-facing institutional brand, the firm's structural differentiator lies in its independence. Unlike bank-affiliated wealth managers or broker-dealer hybrid firms, a standalone RIA like Investor Advisory Group is not incentivized to distribute proprietary products. This independence allows it to construct portfolios from open-architecture platforms, selecting third-party managers, individual securities and alternative investments solely on client suitability — a posture that aligns with the fiduciary obligations embedded in its registration.