Top advisors in Venice
We’ve curated a list of the best financial advisors in Venice, take a look at it below
Find an advisor in Venice| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,191,207,558 | 17 advisors | ||
| 2 | $1,071,312,815 | 17 advisors | ||
| 3 | $442,260,408 | 5 advisors | ||
| 4 | $75,800,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Venice, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Venice. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fourthought Private Wealth
Assets under management
$1,191,207,558
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Fourthought Financial Partners, Llc.
Assets under management
$1,071,312,815
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Credit And Cash Management And Insurance Solutions.
3. Dale K. Ehrhart, Inc.
Assets under management
$442,260,408
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
4. Fiduciary Consulting Group, Inc.
Assets under management
$75,800,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.