Ascend Advisory Group Revenue

Financial Services • Dublin, Ohio, United States • 21-50 Employees

Ascend Advisory Group revenue & valuation

Annual revenue	$24,600,000
Revenue per employee	$1,024,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$78,700,000
Total funding	No funding

Key Contacts at Ascend Advisory Group

Samantha Mooney

Marketing Director

Tony Reilly

Ceo

Michael Aljancic

Managing Director

Company overview

Headquarters	6767 Longshore St., Suite 300, Columbus, OH 43017, US
Phone number	+16147846000
Website	ascendadvisory.com
NAICS	52
SIC	628
Keywords	Investment Management, Investments, Financial Planning
Founded	2001
Employees	21-50
Socials

Ascend Advisory Group Email Formats

Ascend Advisory Group uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@ascendadvisory.com), used 61.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@ascendadvisory.com	61.1%
{first initial}{last name}	jdoe@ascendadvisory.com	33.3%
{last name}{last name}	doedoe@ascendadvisory.com	5.6%

About Ascend Advisory Group

Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 6/1/25). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors helps ensure that we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved. This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV only. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social PM-03092027-6604263.2.1

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Ascend Advisory Group has 16 employees across 3 departments.

Departments

Number of employees

Funding Data

Ascend Advisory Group has never raised funding before.

Ascend Advisory Group Tech Stack

Discover the technologies and tools that power Ascend Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

Ascend Advisory Group is located in Dublin, Ohio, US.

You can reach Ascend Advisory Group at +16147846000.

Ascend Advisory Group generates an estimated annual revenue of $24,573,592. This revenue figure reflects the company's market position and business performance in its industry.

Ascend Advisory Group has an estimated valuation of $78,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Ascend Advisory Group was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Ascend Advisory Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.