Be advised. This firm is no longer registered.

Congress Wealth Management LLC

Congress Wealth Management LLC (CRD# 149446) is a financial advisory firm headquartered in Boston, MA. They manage $2,332,212,807 in 2,484 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
155 Seaport Blvd, 3rd Floor, Boston, MA 02210
https://twitter.com/congresswealth
By the Numbers
  • Total Assets Under Management
    2,332
    MILLION
  • Total Number of Accounts
    2,484
    ACCOUNTS
  • Average Account Value
    $938,894
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VT, WA

Financial Advisors at Congress Wealth Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals