This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2017
- Office Locations
- 3
Office Locations
About THE Advisory Resource Group, LLC
THE Advisory Resource Group, LLC is a Tulsa-based RIA with 3 offices. The firm has been operating for 8 years. Managing $926.6M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 16, 2026, reported AUM increased 14.6%, from $808.8M to $926.6M.
Across 5 reported observations, AUM increased 35.9% between March 7, 2022 and March 16, 2026, from $681.9M to $926.6M.
Of the latest reported AUM, 81.7% is discretionary and 18.3% is non-discretionary.
The firm reports 6 advisory representatives and 709 clients, or 118.2 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Advisory Resource Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full THE Advisory Resource Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMIN RANDAL STEELE
Financial Advisor, General Partner
- CRD
- #5194335
- Ownership
- 75% or more
CHRISTOPHER GRANT BROWN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4918966
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ANDREW MAXWELL ALDREDGE
Financial Advisor, General Partner
- CRD
- #5247721
CHRISTINA M ALDREDGE
Financial Advisor, General Partner
- CRD
- #5536286
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $756,750,848 | $464,549 |
| Non-Discretionary | $169,818,823 | $217,438 |
| Total | $926,569,671 | $384,469 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Advisory Resource Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Advisory Resource Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.