The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $18,879,638,392 in 20,099 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,880
    MILLION
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at The Colony Group, LLC
Showing 41 - 50 of 157 top financial advisors.
41
John T. Jester
CRD#: 1454454
7100 Forest Ave, Suite 301, Richmond, VA 23226

John Jester (CRD# 1454454) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 38 years of experience in the finance industry.

42
Answan D. Johnson
CRD#: 6052280
7475 Wisconsin Avenue, Suite 1100, Bethesda, MD 20814

Answan Johnson (CRD# 6052280) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

43
Christopher P. Johnson
CRD#: 6125134
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814

Christopher Johnson (CRD# 6125134) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 11 years of experience in the finance industry.

44
Craig S. Jones
CRD#: 4365409
1718 Gaylord Street, Denver, CO 80206

Craig Jones (CRD# 4365409) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

45
Brian W. Katz
CRD#: 4650594
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

Brian Katz (CRD# 4650594) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

46
Steven D. Keirn
CRD#: 5020982
540 Cowper Street, Suite 100, Palo Alto, CA 94301

Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry.

47
John F. Keller
CRD#: 2492780
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

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.

48
Anthony C. Kosinski
CRD#: 6872941
93 Worcester Street, 4th Floor, Wellesley, MA 02481

Anthony Kosinski (CRD# 6872941) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 5 years of experience in the finance industry.

49
Jeremy K. Kuhlen
CRD#: 4748566
7100 Forest Ave, Suite 301, Richmond, VA 23226

Jeremy Kuhlen (CRD# 4748566) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 20 years of experience in the finance industry.

50
Mark C. Lapman
CRD#: 2246840
33 Broad Street, Suite 700, Boston, MA 02109

Mark Lapman (CRD# 2246840) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

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