Advised Assets Group, LLC

Advised Assets Group, LLC (CRD# 112058) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $62,273,983,745 in 61,221 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    62,274
    MILLION
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Advised Assets Group, LLC
Showing 1 - 10 of 518 top financial advisors.
1
Ethan D. Abernathy
CRD#: 6937284
Adairsville, GA

Ethan Abernathy (CRD# 6937284) is an Investment Advisor Representative working at Advised Assets Group, LLC in Adairsville, GA and has over 3 years of experience in the finance industry.

2
Richard D. Albright
CRD#: 1609391
Greenback, TN

Richard Albright (CRD# 1609391) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenback, TN and has over 34 years of experience in the finance industry.

3
Benjamin S. Alivio
CRD#: 1619211
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Benjamin Alivio (CRD# 1619211) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.

4
Colin J. Allison
CRD#: 4638956
Dubuque, IA

Colin Allison (CRD# 4638956) is an Investment Advisor Representative working at Advised Assets Group, LLC in Dubuque, IA and has over 18 years of experience in the finance industry.

5
Rosemarie A. Allora
CRD#: 3130957
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Rosemarie Allora (CRD# 3130957) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 23 years of experience in the finance industry.

6
Samantha E. Aman
CRD#: 6634959
Nashville, TN

Samantha Aman (CRD# 6634959) is an Investment Advisor Representative working at Advised Assets Group, LLC in Nashville, TN and has over 4 years of experience in the finance industry.

7
Eric M. Amberg
CRD#: 4835483
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Eric Amberg (CRD# 4835483) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

8
Shawn Amblod
CRD#: 5170562
Du Bois, PA

Shawn Amblod (CRD# 5170562) is an Investment Advisor Representative working at Advised Assets Group, LLC in Du Bois, PA and has over 14 years of experience in the finance industry. Shawn Amblod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michael C. Anderson
CRD#: 5085324
Pasadena, CA

Michael Anderson (CRD# 5085324) is an Investment Advisor Representative working at Advised Assets Group, LLC in Pasadena, CA and has over 15 years of experience in the finance industry. Michael Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John D. Arbuckle
CRD#: 2290905
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

John Arbuckle (CRD# 2290905) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 28 years of experience in the finance industry.

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