Grove Point Advisors, LLC

Grove Point Advisors, LLC (CRD# 313171) is a financial advisory firm headquartered in Rockville, MD. They manage $2,359,870,084 in 9,920 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,360
    MILLION
  • Total Number of Accounts
    9,920
    ACCOUNTS
  • Average Account Value
    $237,890
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Grove Point Advisors, LLC
Showing 11 - 20 of 299 top financial advisors.
11
Steven L. Barnes
CRD#: 1988057
2440 Research Blvd, Ste 500, Rockville, MD 20850

Steven Barnes (CRD# 1988057) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 34 years of experience in the finance industry.

12
Peter Barron
CRD#: 4572220
Mays Landing, NJ

Peter Barron (CRD# 4572220) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mays Landing, NJ and has over 21 years of experience in the finance industry.

13
John S. Battaglia
CRD#: 1894227
2440 Research Blvd, Ste 500, Rockville, MD 20850

John Battaglia (CRD# 1894227) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 22 years of experience in the finance industry.

14
Jennifer P. Beason
CRD#: 1180521
Adairsville, GA

Jennifer Beason (CRD# 1180521) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Adairsville, GA and has over 40 years of experience in the finance industry.

15
John E. Boeckel
CRD#: 2465435
2440 Research Blvd, Ste 500, Rockville, MD 20850

John Boeckel (CRD# 2465435) 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.

16
Richard L. Bopp
CRD#: 4503525
6031 Wallace Road Ext., Suite 110, Wexford, PA 15090

Richard Bopp (CRD# 4503525) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Wexford, PA and has over 22 years of experience in the finance industry.

17
Kyle Braender
CRD#: 5915030
2117 Highway 33, Suite 2, Hamilton Square, NJ 08690

Kyle Braender (CRD# 5915030) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Hamilton Square, NJ and has over 12 years of experience in the finance industry.

18
R. Michael Braender
CRD#: 3039018
2117 Highway 33, Suite 2, Hamilton Square, NJ 08690

R. Michael Braender (CRD# 3039018) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Hamilton Square, NJ and has over 25 years of experience in the finance industry.

19
Steven R. Bragg
CRD#: 4174095
Warrington, PA

Steven Bragg (CRD# 4174095) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Warrington, PA and has over 23 years of experience in the finance industry.

20
Bruce C. Branstine
CRD#: 2239356
2440 Research Blvd, Ste 500, Rockville, MD 20850

Bruce Branstine (CRD# 2239356) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry.

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