The Wealth Consulting Group Achieves $12 Billion Milestone in Assets Under Advisement

In a remarkable achievement, The Wealth Consulting Group (WCG), a quickly expanding hybrid Registered Investment Advisor (RIA) and wealth management platform, has announced that it has exceeded $12.1 billion in assets under advisement (AUA) as of July 31, 2026. This notable milestone comes on the heels of WCG's recruitment of over $2.6 billion in AUA within a span of just 18 months, demonstrating the escalating demand among financial advisors for a long-term home that emphasizes independence while providing substantial operational support.

A Legacy of Support and Growth

Founded in 1995 by industry veteran Jimmy Lee, WCG has dedicated over three decades to fostering the growth of financial advisors by empowering them to develop sustainable businesses and offer comprehensive financial planning to their clients. In 2014, the firm took a significant step by launching its independent RIA platform. This initiative focused on cultivating a planning-led, advisor-centric model built upon foundations of collaboration, service, and sustained growth.

WCG's unique approach allows advisors to retain control of their practices while benefiting from a supportive community. This framework enables advisors to concentrate on their core competencies, ultimately facilitating increased client interaction and revenue generation.

Meeting Advisors' Needs

According to Matt Gilliam, Senior Vice President of Strategic Partnerships at WCG, the organization's impressive growth trajectory is a testament to its ability to meet the evolving needs of today's financial advisors.