Wealth manager, wrap-program sponsor · Needham, MA
Armstrong Advisory Group Inc.
SEC-registered investment adviser · CRD 318662 · SEC 801-123659
At a glance
Armstrong Advisory Group Inc. is an SEC-registered investment adviser based in Needham, Massachusetts, with $1.7 billion in regulatory assets under management as of its Form ADV filed July 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,489 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 928th of 8,915 wealth managers and 4,021st of 17,210 SEC-registered advisers by assets.
Main office 781-433-0001armstrongadvisory.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among wealth managers
- #928 of 8,915
- Rank among all SEC RIAs
- #4,021 of 17,210
- Rank in Massachusetts
- #239 of 627
- Individual clients
- 1,489
- High-net-worth clients
- 741
- Accounts
- 4,071
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 10
- Offices
- 12
Owners and executives on its Form ADV
- Leonid BerlineChief Compliance Officer
- Michael S. ArmstrongPresident / Senior Managing Partner
- Susan D. PowersManaging Partner, Financial Advisor
- Brendan K. HayesManaging Partner, Financial Advisor
- Charles ZoddaManaging Partner, Chief Investment Officer
- Scott E. WilsonManaging Partner. Financial Advisor.
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 741 | $1.4B | 85% |
| Individuals | 748 | $252M | 15% |
| Corporations or other businesses | 3 | $3M | <1% |
| Charitable organizations | 2 | $2M | <1% |
Disciplinary disclosures
Armstrong Advisory Group Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗armstrongadvisory.com ↗
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The full record on Armstrong Advisory Group Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,327 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Armstrong Advisory Group Inc. manage?
Armstrong Advisory Group Inc. reports $1.7 billion in regulatory assets under management across 4,071 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
What kind of firm is Armstrong Advisory Group Inc.?
Armstrong Advisory Group Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Armstrong Advisory Group Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($1.4 billion, 741 clients); individuals ($252 million, 748 clients); corporations or other businesses ($3 million, 3 clients).
Does Armstrong Advisory Group Inc. have any disciplinary history?
Armstrong Advisory Group Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Armstrong Advisory Group Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →