Innovation Partners LLC

Innovation Partners LLC (CRD# 146344) is a financial advisory firm headquartered in Charlotte, NC. They manage $110,682,507 in 991 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $111,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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.

AL, AR, AZ, CA, CO, CT, FL, GA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Innovation Partners LLC
Showing 1 - 10 of 56 top financial advisors.
1
Glenn R. Davidow
CRD#: 1009265
20700 Ventura Boulevard, Woodland Hills, CA 91364
96
Wealthminder
score

Glenn Davidow (CRD# 1009265) is an Investment Advisor Representative working at Innovation Partners LLC in Woodland Hills, CA and has over 13 years of experience in the finance industry. Glenn Davidow 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.

2
Jeffrey M. Harrison
CRD#: 824047
Matthews, NC
96
Wealthminder
score

Jeffrey Harrison (CRD# 824047) is an Investment Advisor Representative working at Innovation Partners LLC in Matthews, NC and has over 31 years of experience in the finance industry. Jeffrey Harrison 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
Scott A. Laramy
CRD#: 1626795
5950 Fairview Road, Suite 806, Charlotte, NC 28210
96
Wealthminder
score

Scott Laramy (CRD# 1626795) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

4
Thomas J. Vorenberg
CRD#: 1589190
5950 Fairview Road, Suite 806, Charlotte, NC 28210
96
Wealthminder
score

Thomas Vorenberg (CRD# 1589190) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

5
Thomas J. Adolph
CRD#: 4005957
Kalispell, MT
93
Wealthminder
score

Thomas Adolph (CRD# 4005957) is an Investment Advisor Representative working at Innovation Partners LLC in Kalispell, MT and has over 18 years of experience in the finance industry.

6
Stuart L. Bergman
CRD#: 2470321
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Stuart Bergman (CRD# 2470321) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

7
Don V. Bothwell
CRD#: 2337177
3222 2nd Avenue West, Suite G, Kalispell, MT 59901
93
Wealthminder
score

Don Bothwell (CRD# 2337177) is an Investment Advisor Representative working at Innovation Partners LLC in Kalispell, MT and has over 24 years of experience in the finance industry.

8
Melvin D. Brooks
CRD#: 1386481
Crown Point, IN
93
Wealthminder
score

Melvin Brooks (CRD# 1386481) is an Investment Advisor Representative working at Innovation Partners LLC in Crown Point, IN and has over 32 years of experience in the finance industry.

9
James C. Byers
CRD#: 5134439
1400 Battle Ground Avenue, Suite 2090, Greensboro, NC 27408
93
Wealthminder
score

James Byers (CRD# 5134439) is an Investment Advisor Representative working at Innovation Partners LLC in Greensboro, NC and has over 11 years of experience in the finance industry.

10
Chase J. Carlin
CRD#: 5862834
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Chase Carlin (CRD# 5862834) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

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