The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $7,622,598,270 in 10,771 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,623
    MILLION
  • Total Number of Accounts
    10,771
    ACCOUNTS
  • Average Account Value
    $707,696
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 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, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

Financial Advisors at The Colony Group, LLC
Showing 1 - 10 of 70 top financial advisors.
1
Karen L. Baer
CRD#: 1375762
Easton, MD 21601

Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 25 years of experience in the finance industry.

2
Ian D. Barclay
CRD#: 4365413
Denver, CO 80206

Ian Barclay (CRD# 4365413) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

3
Andrew Z. Belastock
CRD#: 6939736
Boston, MA 02110

Andrew Belastock (CRD# 6939736) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Aaron D. Bock
CRD#: 5947001
Boston, MA 02110

Aaron Bock (CRD# 5947001) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Edward A. Ciancarelli
CRD#: 6778141
Boston, MA 02110

Edward Ciancarelli (CRD# 6778141) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
John F. Clark
CRD#: 4880885
Naples, FL 34103

John Clark (CRD# 4880885) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 12 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.

7
Ian C. Cole
CRD#: 5572479
Boston, MA 02110

Ian Cole (CRD# 5572479) 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.

8
Jeffrey T. Craig
CRD#: 4392332
Boston, MA 02110

Jeffrey Craig (CRD# 4392332) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 18 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.

9
Dawn E. Doebler
CRD#: 5063322
Bethesda, MD 20814

Dawn Doebler (CRD# 5063322) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 13 years of experience in the finance industry. Dawn Doebler 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
Kevin B. Dolan
CRD#: 2162848
Naples, FL 34103

Kevin Dolan (CRD# 2162848) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 26 years of experience in the finance industry.

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