CRD: 171919
Journey Advisory Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-1985
- Office Locations
- 8
Office Locations
About Journey Advisory Group, LLC
Journey Advisory Group, LLC is an RIA providing investment advisory and financial planning, creating personalized roadmaps for individuals, families, and business owners preparing for retirement and other life milestones. The firm focuses on plain-English guidance and multi-generational client relationships. Investment approach includes asset allocation and active management using ETFs, mutual funds, and fixed income, with access to alternatives. Custody includes Charles Schwab and Interactive Brokers. Ranked #16 on USA Today’s 2024 Top 500 RIAs.
Reported data analysis
What the numbers show
Between July 22, 2025 and August 21, 2026, reported AUM increased 12.3%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 120.8% between September 30, 2022 and August 21, 2026, from $749.3M to $1.7B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 15 advisory representatives and 888 clients, or 59.2 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 8 reported office locations and 40 years in operation. The source data was last updated on August 21, 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
- CRM
- Custodian
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- Investment Vehicles
- Platform
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Owner & Executives
TYLER SELBY LANG
Managing Member
- CRD
- #5128339
- Ownership
- 50% but less than 75%
ANDY JOHN ARMSTRONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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PAULA JAN ABBOTT
Financial Planner
- CRD
- #3143531
Randolph J. Chavez
Senior Financial Advisor
- CRD
- #6601128
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,634,084,123 | $776,287 |
| Non-Discretionary | $20,036,211 | $2,504,526 |
| Total | $1,654,120,334 | $782,830 |
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Separately Managed Accounts
SMA allocation detail is available
Journey Advisory Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Journey Advisory Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.