Tilson Financial Group Inc
- Regulatory AUM
- $751M
- Discretionary
- $489M
- Clients
- 439
- Avg AUM / client
- $1.7M
- Accounts
- 1,755
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 230 | $146M | 19.4% |
| High net worth individuals | 180 | $514M | 68.5% |
| Pension and profit sharing plans | 24 | $72.9M | 9.71% |
| Charitable organizations | Fewer than 5 clients | $743K | 0.1% |
| Corporations and other businesses | 5 | $17.4M | 2.32% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Tilson | President/Chief Compliance Officer | CFP | Aug 1994 (32y) | 75% or more |
| Leo Tropeano | Registered representative | Aug 2005 (21y) | ||
| Michael Francis Mcgrady | Registered representative | CFP | Aug 2005 (21y) | |
| John Thomas Prokop | Registered representative | CFP CFA | Mar 2013 (13y) | |
| Robert Scott Tilson | Registered representative | CFP | Sep 2017 (9y) | |
| Anthony P Lupo | Registered representative | CFP | Feb 2022 (4y) | |
| Eric Daniel Tilson | Registered representative | CFP | Mar 2022 (4y) | |
| Judith F Lutzy | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $563M (75% of AUM) Feb 2026
- Sei Investments Distribution Co. $95.6M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗