Top 6 advisors in Sandy
We’ve curated a list of the best financial advisors in Sandy, take a look at it below
Find an advisor in Sandy| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $41,216,031,000 | 2250 advisors | ||
| 2 | $2,006,029,864 | 156 advisors | ||
| 3 | $2,006,029,864 | 156 advisors | ||
| 4 | $1,163,105,301 | 31 advisors | ||
| 5 | $322,566,656 | 16 advisors | ||
| 6 | $67,571,735 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Sandy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sandy. 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. Bridge Investment Group
Assets under management
$41,216,031,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Joint Ventures
2. Dfpg Investments, LLC
Assets under management
$2,006,029,864
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. Diversify Advisory Services, LLC
Assets under management
$2,006,029,864
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)
Selection Of Other Advisers
4. Capita Financial Network, LLC
Assets under management
$1,163,105,301
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
5. Net Worth Advisory Group, LLC
Assets under management
$322,566,656
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
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Integrated Wealth Strategies
Assets under management
$67,571,735
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Financial Consulting
Your first meeting is free.