Congress Asset Management Company, LLP

Congress Asset Management Company, LLP (CRD# 105161) is a financial advisory firm headquartered in Boston, MA. They manage $5,941,273,319 in 2,923 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,941
    MILLION
  • Total Number of Accounts
    2,923
    ACCOUNTS
  • Average Account Value
    $2,032,594
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV

Financial Advisors at Congress Asset Management Company, LLP
Showing 1 - 10 of 17 top financial advisors.
1
John G. Fitzgerald
CRD#: 2958946
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

John Fitzgerald (CRD# 2958946) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 19 years of experience in the finance industry.

2
Christopher M. Lagan
CRD#: 2497190
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

Christopher Lagan (CRD# 2497190) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 22 years of experience in the finance industry.

3
Daniel A. Lagan
CRD#: 2236297
2 Seaport Lane, Boston, MA 02210
96
Wealthminder
score

Daniel Lagan (CRD# 2236297) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 24 years of experience in the finance industry.

4
Thomas B. Murphy
CRD#: 1050136
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

Thomas Murphy (CRD# 1050136) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 34 years of experience in the finance industry.

5
John B. O'reilly
CRD#: 1694781
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

John O'reilly (CRD# 1694781) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 29 years of experience in the finance industry.

6
Gregg A. Okeefe
CRD#: 2276823
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

Gregg Okeefe (CRD# 2276823) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 24 years of experience in the finance industry.

7
Lawrence A. Ward
CRD#: 2154852
2 Seaport Lane, 5th Floor, Boston, MA 02210
96
Wealthminder
score

Lawrence Ward (CRD# 2154852) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 25 years of experience in the finance industry.

8
George H. Norcross
CRD#: 3109588
2 Seaport Lane, Boston, MA 02210
93
Wealthminder
score

George Norcross (CRD# 3109588) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 16 years of experience in the finance industry.

9
Peter C. Andersen
CRD#: 2397678
2 Seaport Lane, 5th Floor, Boston, MA 02210
90
Wealthminder
score

Peter Andersen (CRD# 2397678) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.

10
John M. Beaver
CRD#: 4587495
2 Seaport Lane, 5th Floor, Boston, MA 02210
90
Wealthminder
score

John Beaver (CRD# 4587495) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.

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