Top advisors in Concord
We’ve curated a list of the best financial advisors in Concord, take a look at it below
Find an advisor in Concord| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $836,151,463 | 23 advisors | ||
| 2 | $423,321,466 | 6 advisors | ||
| 3 | $361,596,816 | 18 advisors | ||
| 4 | $148,662,173 | 3 advisors | ||
| 5 | $93,747,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. 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. Bay Colony Advisors
Assets under management
$836,151,463
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PLATFORM FEE FROM SUB-ADVISERS
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. Monument Group Wealth Advisors, LLC
Assets under management
$423,321,466
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
3. Twelve Points Wealth Management
Assets under management
$361,596,816
Fee structure
A percentage of assets under your management
Hourly charges
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Concordia Wealth Management, LLC
Assets under management
$148,662,173
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Family Office Services
5. Covalent Partners LLC
Assets under management
$93,747,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.