LAKE STREET ADVISORS is a Portsmouth, New Hampshire based financial advisory firm with nearly $2,888,383,638 in assets under management and provides investment advisory services for 1862 clients. There are currently 43 financial advisors at the firm.
General Information |
| Firm CRD#: | 288300 | |
| SEC#: | 801-110455 | |
| Assets under Management: | $2,888,383,638 | |
| No. of Clients: | 1862 | |
| No. of Advisors: | 43 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees, Other(PERCENT OF ASSETS UNDER ADVISEMENT) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 801-81025 | 2337 | 10 | $329,669,058 |
| ESSENTIAL PLANNING, LLC | 106651 | 801-51363 | 1618 | 9 | $310,367,487 |
| MASCOMA WEALTH MANAGEMENT | 174907 | 801-80982 | 1547 | 8 | $421,754,341 |
| AFFINITY INVESTMENT GROUP, LLC | 117191 | 801-61181 | 1425 | 7 | $368,146,666 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 170442 | 801-80056 | 1357 | 14 | $384,672,853 |
| GROVE STREET FIDUCIARY, LLC | 107703 | 801-43397 | 1194 | 5 | $344,159,207 |
| BROPHY WEALTH MANAGEMENT, LLC | 169894 | 801-78964 | 1142 | 8 | $364,401,801 |
| MILESTONE FINANCIAL PLANNING, LLC | 283439 | 801-107645 | 919 | 13 | $353,363,992 |
| BCAS | 105666 | 801-25587 | 638 | 9 | $318,966,578 |
| CURBSTONE FINANCIAL MANAGEMENT CORP. | 13348 | 801-67354 | 570 | 9 | $336,616,014 |
| CMH WEALTH MANAGEMENT, LLC | 150138 | 801-70154 | 543 | 7 | $555,943,736 |
| HARBOR ADVISORY CORPORATION | 105151 | 801-8915 | 412 | 3 | $359,737,957 |
| CLARK ASSET MANAGEMENT, LLC | 284480 | 801-120465 | 386 | 8 | $281,806,711 |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC | 114439 | 801-60454 | 220 | 5 | $282,953,116 |
| LUMBARD & KELLNER, LLC | 117196 | 801-61888 | 124 | 4 | $302,963,653 |