Top advisors in Merriam
We’ve curated a list of the best financial advisors in Merriam, take a look at it below
Find an advisor in Merriam| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,391,084,759 | 15 advisors | ||
| 2 | $169,845,773 | 27 advisors | ||
| 3 | $1,237,641 | 3 advisors | ||
| 4 | $184,451 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Merriam, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Merriam. 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. Columbia Capital Management, LLC
Assets under management
$1,391,084,759
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Municipal Advisory Services For Governmental Bond Transactions
2. Demarche
Assets under management
$169,845,773
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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
3. Ccm New Opportunities, LLC
Assets under management
$1,237,641
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Endex Capital Managment LLC
Assets under management
$184,451
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.