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INNOVATIVE ADVISORY GROUP

LEXINGTON, MA · CRD 146618 · IAPD ↗ · 781-577-2782

$194.0MRegulatory AUM
8Advisory reps
9Employees
300Clients
11-25Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — INNOVATIVE ADVISORY GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2026 — INNOVATIVE ADVISORY GROUP notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — INNOVATIVE ADVISORY GROUP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — INNOVATIVE ADVISORY GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — INNOVATIVE ADVISORY GROUP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
December 2025 — INNOVATIVE ADVISORY GROUP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — INNOVATIVE ADVISORY GROUP shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.