Thomaspartners, Inc.

Thomaspartners, Inc. (CRD# 104966) is a financial advisory firm headquartered in Boston, MA. They manage $7,314,449,689 in 26,178 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,314
    MILLION
  • Total Number of Accounts
    26,178
    ACCOUNTS
  • Average Account Value
    $279,412
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

Financial Advisors at Thomaspartners, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Earnest E. Hubbard
CRD#: 4154195
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Earnest Hubbard (CRD# 4154195) is an Investment Advisor Representative working at Thomaspartners, Inc. in Lone Tree, CO and has over 16 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.

2
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 6 years of experience in the finance industry.

3
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 14 years of experience in the finance industry.

4
Thomas P. Miller
CRD#: 4174074
3310 Dallas Pkwy #11, 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 16 years of experience in the finance industry.

5
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 13 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.

6
Daniel R. Gorman
CRD#: 5153828
One International Place, 34th Floor, Boston, MA 02110
93
Wealthminder
score

Daniel Gorman (CRD# 5153828) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

7
Mark A. Mahoney
CRD#: 4800804
One International Place, 34th Floor, Boston, MA 02110
93
Wealthminder
score

Mark Mahoney (CRD# 4800804) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 12 years of experience in the finance industry.

8
William P. McMahon
CRD#: 4280588
One International Place, 34th Floor, Boston, MA 02110
93
Wealthminder
score

William McMahon (CRD# 4280588) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

9
Brian Murstein
CRD#: 3101594
One International Place, 34th Floor, Boston, MA 02110
93
Wealthminder
score

Brian Murstein (CRD# 3101594) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 14 years of experience in the finance industry.

10
David A. Poole
CRD#: 4448750
One International Place, 34th Floor, Boston, MA 02110
93
Wealthminder
score

David Poole (CRD# 4448750) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 15 years of experience in the finance industry.

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