Rinet Company, LLC

Rinet Company, LLC (CRD# 106979) is a financial advisory firm headquartered in Boston, MA. They manage $1,757,745,555 in 1,220 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,758
    MILLION
  • Total Number of Accounts
    1,220
    ACCOUNTS
  • Average Account Value
    $1,440,775
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CT, FL, MA, NH, NY, RI, TX

Financial Advisors at Rinet Company, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Kathaleen M. Carroll-Coelho
CRD#: 5329185
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Kathaleen Carroll-Coelho (CRD# 5329185) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 9 years of experience in the finance industry.

2
Benjamin G. Goldman
CRD#: 4583654
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Benjamin Goldman (CRD# 4583654) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 14 years of experience in the finance industry.

3
Ashley E. Koed
CRD#: 4915070
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Ashley Koed (CRD# 4915070) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 7 years of experience in the finance industry.

4
Christopher F. Mahoney
CRD#: 4975733
101federal Street, Boston, MA 02110
93
Wealthminder
score

Christopher Mahoney (CRD# 4975733) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 9 years of experience in the finance industry.

5
Kathleen M. O'brien
CRD#: 5756535
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Kathleen O'brien (CRD# 5756535) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 6 years of experience in the finance industry.

6
Gary P. Savage
CRD#: 4346869
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Gary Savage (CRD# 4346869) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 15 years of experience in the finance industry.

7
Andrew M. Shepard
CRD#: 5432858
101 Federal Street, Boston, MA 02110
93
Wealthminder
score

Andrew Shepard (CRD# 5432858) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 8 years of experience in the finance industry.

8
Rebecca R. Pouliot
CRD#: 4750044
101 Federal Street, Boston, MA 02110
90
Wealthminder
score

Rebecca Pouliot (CRD# 4750044) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has 1 year of experience in the finance industry. Rebecca Pouliot 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
Jennifer L. Reagan
CRD#: 4995551
101 Federal Street, Boston, MA 02110
90
Wealthminder
score

Jennifer Reagan (CRD# 4995551) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 4 years of experience in the finance industry.

10
Kathleen C. Wallace
CRD#: 4466175
101 Federal Street, Boston, MA 02110
90
Wealthminder
score

Kathleen Wallace (CRD# 4466175) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has 1 year of experience in the finance industry. Kathleen Wallace 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 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.