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RMG Advisors

Updated today

Client assets under management

$200,477,570

Clients

192

49% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

64

High

Average account size

$1,044,154

About

RMG Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, managing roughly $200 million in client assets with a small advisory team. Beyond standard portfolio management, the firm offers specialized services including divorce-related financial planning and mediation, federal employee retirement advising, variable annuity sub-account oversight, and project-based work such as multi-generational and special needs trust planning.

The firm emphasizes asset allocation and diversification, using SEI Asset Allocation Models and SEI-platform sub-advisors to implement client portfolios while conducting due diligence on those managers and monitoring allocations over time. RMG manages accounts on a discretionary basis, allows clients to impose reasonable restrictions, and coordinates with third-party managers and custodians as part of its ongoing review process.

Noteworthy features include a long operating history dating back to 1965 and dedicated capabilities for divorce mediation and detailed federal retirement benefit guidance—services that are relatively uncommon for similarly sized advisory teams. The firm directs clients to the SEI Private Trust Company custodial platform to access its chosen models and institutional services and maintains a written Code of Ethics with advisers holding CFP credentials.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Divorce financial planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer

Occupation focus

Government Employee

Fee options

Fixed

Financial planning services generally range from $3,500 to $10,000

Percentage

$0 - $2,999,999: 1.0% $3,000,000 - $4,999,999: 0.9% $5,000,000+: 0.7%

Project-based

$500 per hour for Ms. Lapin, $300 per hour for support staff

Other

Account minimum: $1,000,000

Main office location

RMG Advisors

14 South Adams Street

Rockville MD 20850, United States

Number of offices

1

Most active in

California · Florida · Georgia · Maryland · New York · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin A

CFP®

Nashville, TN

RMG Advisors

Benjamin Amos is a CFP® professional with one year of experience at RMG Advisors. Prior to joining RMG Advisors, he spent 15 years at the Office of Personnel Management. RMG Advisors serves individual and high-net-worth clients, managing approximately $137 million across about 174 households. The firm offers discretionary investment management and financial planning with specialized services including divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts.

Divorce financial planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Government Employee
user avatar

Thiago G

Series 66

Rockville, MD

RMG Advisors

Thiago Glieger is a financial advisor at RMG Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including H. Beck, Inc. and Grove Point Investments. Since 2020, he has contributed as an author to FedSmith.com, an online resource for federal employees. RMG Advisors serves individual and high-net-worth clients with discretionary investment management and financial planning, specializing in areas such as divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts. The firm emphasizes asset allocation and diversification through SEI Asset Allocation Models and sub-advisors, managing approximately $137 million for about 174 client households with a two-advisor team.

Divorce financial planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Government Employee
user avatar

Jamie L

CFP®, Series 63

Rockville, MD

RMG Advisors

Jamie Lapin is a CFP® with 41 years of industry experience, currently serving as an advisor at RMG Advisors in Rockville, MD. His prior experience includes roles at Grove Point Financial, LLC and Family Law Software. He has been active in the financial advisory field since 1986. RMG Advisors manages approximately $137 million for about 174 client households, offering discretionary investment management and financial planning services. The firm focuses on niche planning areas such as divorce-related financial planning and federal employee retirement planning, utilizing SEI Asset Allocation Models and sub-advisors to implement diversified client portfolios.

Divorce financial planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Government Employee
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