DBA: PROFESSIONAL PLANNING GROUP
| Total AUM | $1.32B |
| Discretionary | $1.25B95% of AUM |
| Non-Discretionary | $71.3M |
| Client Accounts | 2,395 |
| Avg Account Size | $550K |
| Employees | 16 |
| Peak AUM | $1.32BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +12.9% | +12.0% | +6.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.32B |
| Discretionary | $1.25B |
| Employees | 16 |
| Client Accounts | 2395 |
| Client Range | More than 500 |
Address
9 GRANITE STREET
WESTERLY RI 02891
Phone
(401) 596-2800
Filing History
76 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
94.6% of AUM
Non-Discretionary
$71M
5.4% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
| +7.3% /yrover 25 yrs · 76 filings |
Total AUM
$1.3B
| $1.2B |
| +13.3% |
| +12.7% |
| +6.9% |
| Non-Disc. AUM | $71M | +5.3% | +1.7% | 2.4% |
| Total Accounts | 2k | +1.7% | +0.2% | +1.0% |
| Avg Account Size | $549,656.211 | +10.9% | +11.7% | +5.2% |
| Employees | 16 | 15.8% | 3.8% | 2.3% |
| AUM / Employee | $82M | +34.0% | +16.5% | +8.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +12.9% | +12.0% | +6.2% | |
| Institutional AUM | $15M | +10.9% | +9.6% | +19.3% | |
Client Count Segments | |||||
| HNW Clients | 903 | 4.4% | 4.3% | +0.8% | |
| Institutional | 11 | +10.0% | +6.9% | +6.6% | |
| Individuals | 378 | +10.9% | +12.1% | 0.4% | |