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 31 - 40 of 300 top financial advisors.
31
John A. Cantu
CRD#: 2137984
2440 Research Blvd, Ste 500, Rockville, MD 20850

John Cantu (CRD# 2137984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 32 years of experience in the finance industry.

32
Joseph V. Capra
CRD#: 2659474
Ogdenburg, NJ

Joseph Capra (CRD# 2659474) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Ogdenburg, NJ and has over 28 years of experience in the finance industry.

33
Jerry A. Carson
CRD#: 4116428
2440 Research Blvd, Ste 500, Rockville, MD 20850

Jerry Carson (CRD# 4116428) 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.

34
Richard A. Casciaro
CRD#: 4157127
Fontana, WI

Richard Casciaro (CRD# 4157127) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Fontana, WI and has over 23 years of experience in the finance industry.

35
Joshua T. Chamblin
CRD#: 6470448
2950 North Water Street, Suite 110, Decatur, IL 62526

Joshua Chamblin (CRD# 6470448) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Decatur, IL and has over 6 years of experience in the finance industry.

36
Eugene A. Cheng
CRD#: 807503
2440 Research Blvd, Ste 500, Rockville, MD 20850

Eugene Cheng (CRD# 807503) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 39 years of experience in the finance industry.

37
Thomas P. Clinton
CRD#: 3169276
2440 Research Blvd, Ste 500, Rockville, MD 20850

Thomas Clinton (CRD# 3169276) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 25 years of experience in the finance industry.

38
William K. Colvett
CRD#: 4311759
Lake Orion, MI

William Colvett (CRD# 4311759) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Orion, MI and has over 23 years of experience in the finance industry.

39
Kristina F. Connell
CRD#: 5402280
9927 Stephen Decatur Highway, Suite 19, Ocean City, MD 21842

Kristina Connell (CRD# 5402280) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Ocean City, MD and has over 16 years of experience in the finance industry.

40
Kevin J. Conway
CRD#: 1333996
17862 East 17th Street, Suite 212, Tustin, CA 92780

Kevin Conway (CRD# 1333996) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Tustin, CA and has over 23 years of experience in the finance industry.

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