The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $18,879,638,392 in 20,099 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,880
    MILLION
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at The Colony Group, LLC
Showing 1 - 10 of 157 top financial advisors.
1
Kelli A. Adams
CRD#: 5025929
93 Worcester Street, 4th Floor, Wellesley, MA 02481

Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.

2
Jebalakshi A. Arnold
CRD#: 4920455
11 South Main Street, Suite 501, Concord, NH 03301

Jebalakshi Arnold (CRD# 4920455) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 19 years of experience in the finance industry.

3
Karen L. Baer
CRD#: 1375762
28 S. Washington Street, Easton, MD 21601

Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 29 years of experience in the finance industry.

4
Frederick T. Baird
CRD#: 6049496
180 Linden Street, Suite 8a, Wellesley, MA 02482

Frederick Baird (CRD# 6049496) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.

5
Ian D. Barclay
CRD#: 4365413
1718 Gaylord Street, Denver, CO 80206

Ian Barclay (CRD# 4365413) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

6
Ryan J. Bartholomew
CRD#: 5960496
Two Fountain Square, Suite 528, 11921 Freedom Drive, Reston, VA 20190

Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at The Colony Group, LLC in Reston, VA and has over 12 years of experience in the finance industry.

7
Andrew Z. Belastock
CRD#: 6939736
2 Atlantic Avenue, Boston, MA 02110

Andrew Belastock (CRD# 6939736) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 5 years of experience in the finance industry.

8
Eric J. Berquist
CRD#: 6872926
540 Cowper Street, Suite 100, Palo Alto, CA 94301

Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.

9
Aaron D. Bock
CRD#: 5947001
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

Aaron Bock (CRD# 5947001) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

10
Robert F. Bodio
CRD#: 2937621
93 Worcester Street, 4th Floor, Wellesley, MA 02481

Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.

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