Rathbones

Rathbones (CRD# 124925) is a financial advisory firm headquartered in Liverpool, . They manage $36,401,167,979 in 49,070 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    36,401
    MILLION
  • Total Number of Accounts
    49,070
    ACCOUNTS
  • Average Account Value
    $741,821
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Publication of periodicals or newsletters
  • 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.

CA, CT, DC, FL, MA, MD, NC, NJ, NY, OH, PA, TX, VA, VT, WA

Financial Advisors at Rathbones
No Advisor Found.
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