Thomaspartners, Inc.

Thomaspartners, Inc. (CRD# 104966) is a financial advisory firm headquartered in Boston, MA. They manage $14,597,574,678 in 43,468 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,598
    MILLION
  • Total Number of Accounts
    43,468
    ACCOUNTS
  • Average Account Value
    $335,823
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

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, VI, VT, WA, WI, WV, WY

Financial Advisors at Thomaspartners, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Michael R. Brozzo
CRD#: 4132548
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Michael Brozzo (CRD# 4132548) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 17 years of experience in the finance industry. Michael Brozzo 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.

2
Thomas H. Dorsky
CRD#: 2448232
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Thomas Dorsky (CRD# 2448232) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 21 years of experience in the finance industry.

3
Matthew M. Gugliemini
CRD#: 5547194
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Matthew Gugliemini (CRD# 5547194) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

4
Earnest E. Hubbard
CRD#: 4154195
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Earnest Hubbard (CRD# 4154195) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 17 years of experience in the finance industry. Earnest Hubbard 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.

5
Christian D. Johnson
CRD#: 5722615
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Christian Johnson (CRD# 5722615) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 8 years of experience in the finance industry.

6
Timothy J. Kohn
CRD#: 4060578
Ankeny, IA
96
Wealthminder
score

Timothy Kohn (CRD# 4060578) is an Investment Advisor Representative working at Thomaspartners, Inc. in Ankeny, IA and has over 18 years of experience in the finance industry. Timothy Kohn 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
Craig E. McCullough
CRD#: 4554992
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Craig McCullough (CRD# 4554992) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 15 years of experience in the finance industry.

8
Thomas P. Miller
CRD#: 4174074
3310 Dallas Pkwy #111, Plano, TX 75093
96
Wealthminder
score

Thomas Miller (CRD# 4174074) is an Investment Advisor Representative working at Thomaspartners, Inc. in Plano, TX and has over 17 years of experience in the finance industry.

9
John C. Smith
CRD#: 2388689
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

John Smith (CRD# 2388689) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 22 years of experience in the finance industry.

10
Catherine B. Weigel
CRD#: 4617167
One International Place, 34th Floor, Boston, MA 02110
96
Wealthminder
score

Catherine Weigel (CRD# 4617167) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 15 years of experience in the finance industry. Catherine Weigel 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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