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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1998
- Office Locations
- 1
Office Locations
About Advanced Capital Group
Advanced Capital Group (ACG) is a Minneapolis-based advisory team focused on defined contribution retirement plans, delivering customized strategy and plan support for partners. Recognized by PLANADVISER as a Top 100 Retirement Plan Adviser (Large Teams) and ranked #23 on NAPA’s 2025 Top DC Advisor Teams list. Also honored by Nasdaq and EVERFI for digital financial capability learning initiatives.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 20, 2026, reported AUM increased 7.7%, from $27.8B to $30.0B.
Across 5 reported observations, AUM increased 0.7% between March 30, 2022 and March 20, 2026, from $29.8B to $30.0B.
Of the latest reported AUM, 5.7% is discretionary and 94.3% is non-discretionary.
The firm reports 11 advisory representatives and 366 clients, or 33.3 clients per representative. That equates to $81.9M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JUSTIN DORSEY
Principal
- CRD
- --
- Ownership
- Less than 5%
LYNDSAY RACHEL KIM
Chief Compliance Officer
- CRD
- #2902606
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MATHEW PHILLIP COYLE
Advisor
- CRD
- #4016002
PATRICK WINFIELD LARSON
Director
- CRD
- #2268199
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,718,291,428 | $10,944,531 |
| Non-Discretionary | $28,270,677,336 | $135,266,399 |
| Total | $29,988,968,764 | $81,937,073 |
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Separately Managed Accounts
SMA allocation detail is available
Advanced Capital Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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