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- Custodian
- Charles Schwab & Company · Comerica Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
About Powers Advisory Group, LLC
Powers Advisory Group is an independent, fiduciary RIA (est. 2014) providing investment management, collaborative financial planning, and business retirement plan consulting/investment management for individuals, businesses, and institutions across 18 states and nationwide. The team emphasizes simple, personalized portfolios and publishes regular market commentary with national media appearances. Uses Charles Schwab as a key custodian.
Reported data analysis
What the numbers show
Between November 17, 2025 and June 24, 2026, reported AUM increased 31.3%, from $250.9M to $329.5M.
Across 5 reported observations, AUM increased 100.1% between November 21, 2022 and June 24, 2026, from $164.6M to $329.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 587 clients, or 146.8 clients per representative. That equates to $561.3K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on June 24, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Powers Advisory Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW THOMAS POWERS
Advisor, Investment Adviser Representative, Managing Partner
- CRD
- #4601124
- Ownership
- 75% or more
RICHARD GEORGE RINGWALD
Partner
- CRD
- #4425715
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Grant Matthew Fridley
Invesment Advisor Associate
- CRD
- #8278762
Nicholas Dale Rutz
Investment Advisor
- CRD
- #7769112
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,500,201 | $205,552 |
| Non-Discretionary | $0 | -- |
| Total | $329,500,201 | $205,552 |
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Separately Managed Accounts
SMA allocation detail is available
Powers Advisory Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Powers Advisory Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.