Grove Point Advisors, LLC

Grove Point Advisors, LLC (CRD# 313171) is a financial advisory firm headquartered in Rockville, MD. They manage $2,114,574,204 in 7,795 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,115
    MILLION
  • Total Number of Accounts
    7,795
    ACCOUNTS
  • Average Account Value
    $271,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Grove Point Advisors, LLC
Showing 1 - 10 of 324 top financial advisors.
1
CRD#: 2962660
13601 Whittier Blvd, Suite 212, Whittier, CA 90605

delete

2
Craig M. Adams
CRD#: 4696984
2440 Research Blvd, Ste 500, Rockville, MD 20850

Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 18 years of experience in the finance industry. Craig Adams 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.

3
Ronald D. Adams
CRD#: 1698005
Burlington, NC

Ronald Adams (CRD# 1698005) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Burlington, NC and has over 34 years of experience in the finance industry.

4
Jason R. Albino
CRD#: 2891263
2440 Research Blvd, Ste 500, Rockville, MD 20850

Jason Albino (CRD# 2891263) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 24 years of experience in the finance industry.

5
Louis F. Alfero
CRD#: 1053806
83 East Avenue, Suite 105, Norwalk, CT 06851

Louis Alfero (CRD# 1053806) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Norwalk, CT and has over 28 years of experience in the finance industry.

6
Andrew C. Anderson
CRD#: 6516218
2440 Research Blvd, Ste 500, Rockville, MD 20850

Andrew Anderson (CRD# 6516218) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 6 years of experience in the finance industry.

7
Eric L. Bach
CRD#: 5604885
2440 Research Blvd, Ste 500, Rockville, MD 20850

Eric Bach (CRD# 5604885) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 14 years of experience in the finance industry.

8
Brian M. Bailey
CRD#: 2249014
2440 Research Blvd, Ste 500, Rockville, MD 20850

Brian Bailey (CRD# 2249014) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 29 years of experience in the finance industry. Brian Bailey 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
Jacquelyn M. Baker
CRD#: 2957121
10637 East Briarwood Circle, Suite B, Centennial, CO 80112

Jacquelyn Baker (CRD# 2957121) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Centennial, CO and has over 23 years of experience in the finance industry.

10
James W. Baker
CRD#: 2661583
2440 Research Blvd, Ste 500, Rockville, MD 20850

James Baker (CRD# 2661583) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry. James Baker 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.