BTA Advisory Group logo — company profile

BTA Advisory Group

28 employees Financial Services

General Information

Company Name BTA Advisory Group
Employees 28
Industries Financial Services
Social

Get notified when BTA Advisory Group moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About BTA Advisory Group

BTA Advisory Group stands as a seasoned player in the Financial Services industry with over 40 years of experience, predominantly within Southern California. The firm is led by Guy Baker, a distinguished figure recently recognized as one of the Top 250 Wealth Advisors in the US by WORTH Magazine.

In 2010, Guy Baker's leadership extended to serving as President for the Million Dollar Round Table, an esteemed organization representing financial advisors. Despite its strong industry presence, details such as the founding year, headquarters location, and recent investment activities remain unspecified.

For investors, BTA Advisory Group presents itself as an established entity rooted in a high-net-worth advisory capacity, hinting at potential opportunities for strategic partnerships or investments, although clarity on its growth trajectory and expansion plans is required.

Services & Products

Comprehensive Financial Planning
Insurance and Estate Planning
Income Tax Efficiency Planning
Investment Advisory

Target Customers

Business Owners Individuals seeking financial security Clients looking to minimize tax liabilities

No funding data available for BTA Advisory Group yet.

Get notified when BTA Advisory Group raises funding

BTA Advisory Group Alternatives & Competitors

BTA Advisory Group vs
BTA Finance Limited
BTA Finance Limited United Arab Emirates

Bespoke Wealth Management and broader Financial Services to protect and grow our Clients’ wealth.

32 employees
Financial Services, Wealth Management
BTA Advisory Group vs
BTA Bank
BTA Bank Kazakhstan

Nowadays JSC "BTA Bank"​ is the core of the financial group present in all market segments. BTA Bank...

194 employees
Financial Services, Banking
BTA Advisory Group vs

BTA – dare to join

439 employees
Insurance, Insurtech

FAQ About BTA Advisory Group

BTA Advisory Group has over 40 years of financial services experience in Southern California. Guy Baker, Managing Director of BTA, was recently named one of the Top 250 Wealth Advisors in the US by WORTH Magazine, and in 2010, Guy served as the President for the Million Dollar Round Table, a leading...
BTA Advisory Group operates in the following industries: Financial Services.
BTA Advisory Group has approximately 28 employees.
BTA Advisory Group offers: Comprehensive Financial Planning, Insurance and Estate Planning, Income Tax Efficiency Planning, Investment Advisory.
Top alternatives and competitors to BTA Advisory Group include BTA Finance Limited, BTA Bank, BTA Baltic Insurance Company AAS, Business Transition Advisors - ESOP Advisors, BTA Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BTA Advisory Group and BTA Finance Limited are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors BTA Advisory Group and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy