TPG ADVISORS LLC
Legal name: THE PLANNING GROUP
CRD #298496 SEC #801-114032 NORTHFIELD, IL 847-441-9400
SEC Registered
Total AUM
$235.8M
Discretionary
$223.5M
Employees
4
Clients
1
Accounts
727
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $235.8M | $223.5M | $12.3M | 4 | 3 |
| Mar 2025 | $235.8M | $223.5M | $12.3M | 4 | 3 |
| Aug 2024 | $207.4M | $194M | $13.4M | 4 | 5 |
| Mar 2024 | $207.4M | $194M | $13.4M | 4 | 5 |
| Mar 2023 | $198.6M | $183.3M | $15.3M | 4 | 3 |
| Mar 2022 | $212.4M | $193.7M | $18.7M | 4 | 3 |
| Feb 2021 | $188.4M | $174.1M | $14.3M | 4 | 3 |
| Nov 2020 | $152M | $148.9M | $3.1M | 4 | 1 |
| May 2020 | $152M | $148.9M | $3.1M | 4 | 1 |
| Mar 2020 | $152M | $148.9M | $3.1M | 4 | 1 |
| Feb 2020 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Nov 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Sep 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Apr 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Apr 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Apr 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Mar 2019 | $106.1M | $97.8M | $8.3M | 4 | 0 |
| Jan 2019 | $128M | $118.9M | $9.1M | 4 | 0 |
| Jan 2019 | $128M | $118.9M | $9.1M | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$235.8M
Discretionary$223.5M
Non-Disc.$12.3M
Employees4
Clients3
DateMar 2025
Total AUM$235.8M
Discretionary$223.5M
Non-Disc.$12.3M
Employees4
Clients3
DateAug 2024
Total AUM$207.4M
Discretionary$194M
Non-Disc.$13.4M
Employees4
Clients5
DateMar 2024
Total AUM$207.4M
Discretionary$194M
Non-Disc.$13.4M
Employees4
Clients5
DateMar 2023
Total AUM$198.6M
Discretionary$183.3M
Non-Disc.$15.3M
Employees4
Clients3
DateMar 2022
Total AUM$212.4M
Discretionary$193.7M
Non-Disc.$18.7M
Employees4
Clients3
DateFeb 2021
Total AUM$188.4M
Discretionary$174.1M
Non-Disc.$14.3M
Employees4
Clients3
DateNov 2020
Total AUM$152M
Discretionary$148.9M
Non-Disc.$3.1M
Employees4
Clients1
DateMay 2020
Total AUM$152M
Discretionary$148.9M
Non-Disc.$3.1M
Employees4
Clients1
DateMar 2020
Total AUM$152M
Discretionary$148.9M
Non-Disc.$3.1M
Employees4
Clients1
DateFeb 2020
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateNov 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateSep 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateApr 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateApr 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateApr 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateMar 2019
Total AUM$106.1M
Discretionary$97.8M
Non-Disc.$8.3M
Employees4
Clients0
DateJan 2019
Total AUM$128M
Discretionary$118.9M
Non-Disc.$9.1M
Employees4
Clients0
DateJan 2019
Total AUM$128M
Discretionary$118.9M
Non-Disc.$9.1M
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0