← Directory
THE PLANNING GROUP
Legal name: TPG ADVISORS LLC
CRD 298496File 801-114032
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$291.5M
Below cohort median (national)
Discretionary AUM
$278.7M
Non-discretionary $12.8M
Clients
267
761 accounts
Employees
4
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 20, 2018
- Principal office
- 465 CENTRAL AVE, SUITE 201, NORTHFIELD, IL, 60093
- Phone
- 847-441-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $291.5M
- Discretionary AUM
- $278.7M
- Non-discretionary AUM
- $12.8M
- Discretionary accounts
- 747
- Non-discretionary accounts
- 14
- Total accounts
- 761
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 60 | $226.4M |
| Pension and profit sharing plans | 14 | $12.8M |
| Individuals (other than high net worth individuals) | 192 | $50.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.