SourcingSourcing

ADVANCED ADVISOR GROUP, LLC

B50
CRD 140393·SEC 801-118465·CAMBRIDGE, MN
AUM
$10.9M
<$25M
Est. Revenue
$109K
@ 1% on AUM
Est. EBITDA
$33K
@ 30% margin
Est. Deal Value
$262K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVANCED ADVISOR GROUP, LLC
CRD
140393
SEC file #
801-118465
EIN
—
DBA names
—

Economics

AUM
$10.9M
AUM band
<$25M
AUM trajectory
'21'26
$6.2M → $10.9M▲ +77%
Client mix
Individuals Other58

Operations

Employees (total)
11
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'21'26
11 advisors → 11 advisors▬ 0%
Primary office
CAMBRIDGE MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
linkedin.com/company/educators-financial-services-inc-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHUTTE, KENT DONALD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHUTTE, KENT DONALD
FULLER, DOROTHY SUSAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:advanced.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
29,031
Form 5500 Compensation Trajectory 3y
202529,031
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
29,031
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2202
Soi Zip Pct 200k Plus
0.0371
Soi Zip Returns 200k Plus
320
Soi Zip Total AGI
607,153
Fdic Zip Total Deposits
7,397,042,000
Fdic Zip Branch Count
182
Fdic Zip Top Banks
Peoples Bank of Commerce
Cambridge State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
46
Bc Firm IAR Count
50
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Peoples Bank of CommerceCambridge, MN
Cambridge State BankCambridge, MN
Fdic Zip HHI
2412.83
Fdic Zip Top Bank Share Pct
31.08
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,106
Returns2,190
Stub 2
AGI74,965
Returns2,000
Stub 3
AGI92,998
Returns1,510
Soi Zip Total Business Income
13,902
Soi Zip Total Cap Gains
16,438
Soi Zip Total Dividends
6,227
Soi Zip Total Returns
8,630
Top Owner CRD
1432361
Trust Company Affiliate
No

People (50)

50
SCHUTTE, KENT DONALD
IAR · Direct Owner · 87.5%
1432361
FULLER, DOROTHY SUSAN
IAR · Executive Officer · 2.5%
4496954
Loni Lynn Morrow
IAR
7389805
DEREK SCOTT NYVOLD
IAR
7922107
BRIAN THOMAS LIMBORG
IAR
5705730
JACOB SHAWN NICHOLS
IAR
7843123
MICHAEL JOHN ERICKSON
IAR
6374668
WILLIAM ANTHONY BERNING
IAR
2303396
SAMUEL AARON MAZUK
IAR
6393350
JOSEPH FRANCIS BATKIEWICZ
IAR
4929166
BRANDON JOSEPH JOHNSON
IAR
7629489
TRENT LANDON PEPPER
IAR
7796160
Dylan Alex Pechovnik
IAR
7666725
NOAH NICHOLAS GINDORFF
IAR
7263580
JEFF R MCCRACKEN
IAR
5502967
Alex William Rootes
IAR
7333411
CHRISTOPHER ANDREW WILLIAMS
IAR
6302417
MARK ERIC GADE
IAR
6480293
RYAN FREDERICK GATZLAFF
IAR
6341521
MICHAEL EUGENE LEACH
IAR
1291327
Aleasha Shanna Jean Browen
IAR
6972493
DEAN ROBERT INGVALSON
IAR
1355266
BRADY LYNN HUSBYN
IAR
6001128
DENNIS JOHN LUDWIG
IAR
4903386
RORY EDWARD BLUHM
IAR
4289347
GEORGE WILLIAM LEISTIKOW
IAR
6341456
SAMANTHA JO BYRNE SIMONS
IAR
5354513
STANLEY MATTHEW NAGORSKI
IAR
5408325
Douglas Edward Wanous
IAR
7381651
ANTHONY DONALD SCHUTTE
IAR
5088253
TODD JEROME OPDAHL
IAR
1914399
JESSE STEPHEN BABICH
IAR
4493074
BRANDT BOB WENDLAND
IAR
2629983
DAVID WILLIAM NIELSEN
IAR
4429808
MARIAH MICHAEL PETERS
IAR
7979141
MADELINE LORRAINE KNOBBE
IAR
7741951
Joseph Albrecht
IAR
7578031
AUSTIN DAVIS MAGNUSON
IAR
8058428
ELIZABETH ANNE MASON-DOUBET
IAR
7056533
Steven John Liebzeit
IAR
2378619
LINDSEY EGAN
IAR
5805453
GREGORY JOHN BURKHART
IAR
4371371
LYNETTE MATA
IAR
5088754
Aaron Michael Meissner
IAR
6845540
PAUL MICHAEL RUSHMANN
IAR
1379264
TYLER THOMAS FROST
IAR
4298843
SHOBI SAMUEL
IAR
7132063
ROGER ANTHONY POGORELC
IAR
3084918
SHAWN MATTHEW MCINTYRE
IAR
2515495
REBECCA RAE Trethewey
IAR
6469770