The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $4,862,757,501 in 6,766 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,863
    MILLION
  • Total Number of Accounts
    6,766
    ACCOUNTS
  • Average Account Value
    $718,705
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT

Financial Advisors at The Colony Group, LLC
Showing 1 - 10 of 52 top financial advisors.
1
John F. Keller
CRD#: 2492780
Two Atlantic Avenue, Boston, MA 02110
98
Wealthminder
score

John Keller (CRD# 2492780) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 28 years of experience in the finance industry.

2
John F. Clark
CRD#: 4880885
5150 Tamiami Trail North, Suite 601, Naples, FL 34103
96
Wealthminder
score

John Clark (CRD# 4880885) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 9 years of experience in the finance industry. John Clark 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
Jeffrey T. Craig
CRD#: 4392332
Two Atlantic Avenue, Boston, MA 02110
96
Wealthminder
score

Jeffrey Craig (CRD# 4392332) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 15 years of experience in the finance industry. Jeffrey Craig 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.

4
Kevin B. Dolan
CRD#: 2162848
2425 Tamiami Trail North, Suite 104, Naples, FL 34103
96
Wealthminder
score

Kevin Dolan (CRD# 2162848) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 23 years of experience in the finance industry.

5
Jeff D. Donham
CRD#: 4946751
7100 Forest Ave, Suite 301, Richmond, VA 23226
96
Wealthminder
score

Jeff Donham (CRD# 4946751) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 11 years of experience in the finance industry. Jeff Donham 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.

6
Patrick S. Donnelly
CRD#: 4961667
Two Atlantic Avenue, Boston, MA 02110
96
Wealthminder
score

Patrick Donnelly (CRD# 4961667) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 11 years of experience in the finance industry. Patrick Donnelly 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.

7
Robert J. Glovsky
CRD#: 857911
Two Atlantic Avenue, Boston, MA 02110
96
Wealthminder
score

Robert Glovsky (CRD# 857911) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 32 years of experience in the finance industry. Robert Glovsky 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.

8
Matthew C. Ilteris
CRD#: 5780430
Two Atlantic Avenue, Boston, MA 02110
96
Wealthminder
score

Matthew Ilteris (CRD# 5780430) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 9 years of experience in the finance industry. Matthew Ilteris 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
Jeremy K. Kuhlen
CRD#: 4748566
7100 Forest Ave, Suite 301, Richmond, VA 23226
96
Wealthminder
score

Jeremy Kuhlen (CRD# 4748566) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 12 years of experience in the finance industry. Jeremy Kuhlen 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.

10
Nadine G. Lee
CRD#: 3006825
20 Bedford Road, Armonk, NY 10504
96
Wealthminder
score

Nadine Lee (CRD# 3006825) is an Investment Advisor Representative working at The Colony Group, LLC in Armonk, NY and has over 18 years of experience in the finance industry. Nadine Lee 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.

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