Dakota
Dakota
Book a Demo
Talk to an Expert

Wealth Advisory Group LLC

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website wagllc.com
Client types

Overview

Wealth Advisory Group LLC has built a reputation over the past 75 years as a supportive, collegial environment where associates are guided by a philosophy of superior client service and dependability. WAG is a New York-based Guardian® Agency whose history dates back to 1933, with more than 100 associates and offices throughout the tri-state area. The firm provides investment advisory services in three distinct market segments: serving in the capacity of a 3(21) or 3(38) Co-Fiduciary advisor to corporate retirement plans, strategic planning for business owners, and financial planning and tactical asset management for individual investors. Wealth Advisory Group manages more than 10,000 investment accounts and delivers a full range of insurance and investment products through its Guardian affiliation and Park Avenue Securities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy