Top 10 advisors in Bedford
We’ve curated a list of the best financial advisors in Bedford, take a look at it below
Find an advisor in Bedford| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $629,016,785 | 10 advisors | ||
| 2 | $423,891,386 | 16 advisors | ||
| 3 | $364,401,801 | 8 advisors | ||
| 4 | $149,829,866 | 7 advisors | ||
| 5 | $144,898,417 | 9 advisors | ||
| 6 | $137,782,858 | 2 advisors | ||
| 7 | $136,613,715 | 5 advisors | ||
| 8 | $113,621,261 | 6 advisors | ||
| 9 | $94,631,366 | 3 advisors | ||
| 10 | $5,816,394 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Bedford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bedford. 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. Alterna Capital Partners LLC
Assets under management
$629,016,785
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Milestone Financial Planning, LLC
Assets under management
$423,891,386
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Brophy Wealth Management, LLC
Assets under management
$364,401,801
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
Pension Consulting Services
Selection Of Other Advisers
4. Cohen Investment Advisors, LLC
Assets under management
$149,829,866
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Bcas
Assets under management
$144,898,417
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
6. Apex Wealth Management, LLC
Assets under management
$137,782,858
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Robbins Farley LLC
Assets under management
$136,613,715
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)
8. Aurelius Family Office, LLC
Assets under management
$113,621,261
Fee structure
A percentage of assets under your management
Hourly charges
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)
Pension Consulting Services
Financial Consulting Services
9. Bartley Financial Advisors, LLC
Assets under management
$94,631,366
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
- Not sure which one to choose?Use our smart matching tool
10. Grodman Financial Group, LLC
Assets under management
$5,816,394
Fee structure
A percentage of assets under your management
Hourly charges
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
Publication Of Periodicals Or Newsletters
Your first meeting is free.