Insights

Best Places Opportunity Recognized as a Best Places to Work in 2025 by the Nashville Business Journal, The R.O.W. Group demonstrates a strong employer brand that can be leveraged to introduce high-touch wealth planning services to mid-market and high-net-worth prospects seeking stability and trusted fiduciary partners.

Financial Strength Revenue range of 1M to 10M indicates a growing advisory practice with potential for expanded AUM and cross-selling opportunities across accumulation, conservation, and distribution phases, including advanced estate and tax optimization services.

Local Leadership Based in Nashville with a notable regional presence and recognition as a large financial planner, there is potential to partner with local CPA firms, law practices, and business owners seeking integrated financial architecture and coordinated with their design teams.

Technology Enablement Utilizes a modern tech stack (WordPress, Shopify, marketing automation, security training), suggesting openness to digital onboarding enhancements, client portal improvements, and data-driven marketing services to attract prospects and streamline advisor workflows.

Compliance & Partnerships Securities and Investment Advisory Services through a registered broker/dealer with FINRA/SIPC underscores the importance of compliant, scalable partnerships; potential sales angles include technology solutions for compliance, secure data handling, and partner ecosystem integrations.

Similar companies to The R.O.W. Group

The R.O.W. Group Tech Stack

The R.O.W. Group uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore The R.O.W. Group's tech stack below.

The R.O.W. Group's Email Address Formats

The R.O.W. Group uses at least 4 email formats:
The R.O.W. Group Email FormatsExamplePercentage
FirstLast@therowgroup.comJohnDoe@therowgroup.com
50%
FirLast@therowgroup.comJohDoe@therowgroup.com
17%
FirstMiddleLast@therowgroup.comJohnMichaelDoe@therowgroup.com
16%
First@therowgroup.comJohn@therowgroup.com
17%

Frequently Asked Questions

What is The R.O.W. Group's phone number?

Minus sign iconPlus sign icon
You can contact The R.O.W. Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The R.O.W. Group's official website and social media links?

Minus sign iconPlus sign icon
The R.O.W. Group's official website is therowgroup.com and has social profiles on LinkedIn.

How much revenue does The R.O.W. Group generate?

Minus sign iconPlus sign icon
As of September 2026, The R.O.W. Group's annual revenue is estimated to be $1M - $10M.

What is The R.O.W. Group's NAICS code?

Minus sign iconPlus sign icon
The R.O.W. Group's NAICS code is 52 - Finance and Insurance.

How many employees does The R.O.W. Group have currently?

Minus sign iconPlus sign icon
As of September 2026, The R.O.W. Group has approximately 4 employees across 1 continents, including North America. Key team members include Director Of Client Relations: C. O. Explore The R.O.W. Group's employee directory with LeadIQ.

What industry does The R.O.W. Group belong to?

Minus sign iconPlus sign icon
The R.O.W. Group operates in the Financial Services industry.

What technology does The R.O.W. Group use?

Minus sign iconPlus sign icon
The R.O.W. Group's tech stack includes iCIMS, WordPress, Shopify, Constant Contact, WP Engine, KnowBe4, Piwik PRO Core and DigitalOcean Web Hosting.

What is The R.O.W. Group's email format?

Minus sign iconPlus sign icon
The R.O.W. Group's email format typically follows the pattern of FirstLast@therowgroup.com. Find more The R.O.W. Group email formats with LeadIQ.

When was The R.O.W. Group founded?

Minus sign iconPlus sign icon
The R.O.W. Group was founded in 1986.
The R.O.W. Group logo

The R.O.W. Group

Financial ServicesTennessee, United States2-10 Employees

The R.O.W. Group operates as a financial services firm that positions itself as a Financial Architectural Firm, helping clients address their Responsibility of Wealth through a structured, step-by-step approach. It designs personalized financial blueprints intended to guide clients through wealth accumulation, conservation, and distribution, coordinating with clients’ own professional teams such as attorneys, accountants, and fiduciaries. The firm emphasizes long-term, individualized planning built around a client’s goals and objectives, drawing on more than three decades of experience providing design-focused consultation.
Based in Nashville, Tennessee, The R.O.W. Group serves individuals seeking comprehensive wealth management guidance. The practice operates in conjunction with M Holdings Securities, Inc. for its securities and investment advisory services, while remaining independently owned and operated. A recent development noted is its recognition by local business publications for workplace culture and prominence in the Nashville financial planning landscape, reflecting a foothold in the regional market.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    The R.O.W. Group's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.