Our Mission

To deliver peace of mind to our clients and to empower their visions of tomorrow

We believe that understanding you on a personal level...

Knowledge is a powerful tool. That’s why we get to know you—what’s important to you, what concerns you, and why. The deep bonds we share develop over time with each conversation and question answered. With that foundation, we find solutions and take action on your behalf, creating opportunities for your wealth. We believe our approach appeals to those who value partnership and open communication and collaboration as much as they value performance.

...helps us surround you with a team that has precisely the right skills.

We approach every client relationship the same way. We listen more and talk less - we seek to understand what's most important to you and collaborate with the key advisors on our team that will create a plan designed with the goal to make your possibilities a reality. Managing wealth isn't just about managing a portfolio. It's about knowing what you care about most and matching that with the experience of a team that can get you there, that can be a catalyst to fulfillment.

  • $20B
    Assets Under Management
    * as of March 31, 2023
  • 350+
    Dedicated, caring employees
  • 35+
    Years of growth and innovation
  • 21

Support, ease & transparency

Now, more than ever, our investment in leading technology supports how we serve our clients. From virtual meetings, automated account processes, cybersecurity systems and tools, and advanced investment and financial planning software, to our Colony 360 platform that gives you access to your investment and financial plan information and timely reports and updates on your overall progress toward your goals—our technology is designed to make it easier for you to know where you stand.

Always growing and innovating

Our desire to fulfill our mission and vision drives us to continually innovate to meet our clients’ needs as they evolve over time. That’s why our services encompass traditional wealth management solutions as well as services such as business management, divorce and dispute resolution, and sustainable investing solutions.

As we grow, we add deeper talent, innovative ideas, and develop new capabilities, making us a stronger and more sustainable firm for our clients and our team.

  • TCG Founded

    The Colony Group was founded.

  • $100M with 16 Team Members

  • $500M with 36 Team Members

  • $1B with 36 Team Members

  • Colony Joins Focus Financial Partners

  • 25th Anniversary Celebration

  • Merges with Mintz Levin Financial Advisors

  • Merges with Prosper Advisors

  • Reaches $3B in AUM, 63 Team Members

  • Merges with Long Wharf Investors, $3.5B AUM

  • Merges with Cap Group Advisors, $5B AUM with 86 Team Members

  • Merges with Jones Barclay Boston, $5.5B AUM

  • Merges with Blue Water Advisors and Bridgewater Wealth, $7.5B AUM with 140 Team Members

  • $10B AUM, 236 Team Members

    2019 featured mergers with Aurora Financial Advisors, Steinberg Global Asset Management, Kathryn Collings Transition, Harvest Capital Management and Glass Malek.

  • $17B AUM, 300+ Team Members

    2021 featured mergers with New Providence Asset Management, Legacy Wealth, Harrison, McCarthy & Co., and Capital Advisors.

  • $19B AUM, 340+ Team Members

    2022 featured a merger with Derby & Company

  • $20.01B AUM, 365+ Team Members

    2023 featured a merger with Cooper Lapman Financial

A diverse and inclusive culture

Our culture is inclusive—we celebrate our diversity and remain committed to creating even more opportunities for women, people of color, and those with diverse backgrounds, beliefs and experiences. Our practice of Conscious Leadership and mindfulness is the way that we foster constructive communication, understanding and appreciation for each other.

Explore our shared values

We are more than a company, we are a team connected through our deep respect for each other, our shared values, and our passion for applying our talents and expertise to improve the lives of our clients, our colleagues, and our community.

  • Lifelong learning and improvement

    As the world changes, so do we. As lifelong learners, we look for ways to innovate and improve how we serve our clients.
  • Collaboration

    We believe in Super Teams before Super Stars. We work together across offices, departments, and functions to leverage our collective knowledge to achieve success.
  • Accountability

    With our clients and partners in mind, we hold each other accountable in our quest to fulfill our mission.
  • Selflessness

    We are humble and always seek to put our clients’ and each other’s interests ahead of our own.
  • Interdependence

    We adhere to the highest standards of integrity to provide independent and objective advice.
  • Entrepreneurship

    We unleash our team’s full potential by empowering each member to think outside the box and bring fresh perspectives.
  • Respect

    We are bound by an unwavering commitment to empathy, candor, and kindness when working together.
  • Diversity, Equity, and Inclusion

    We believe diversity of people and perspectives improves our company and benefits our entire ecosystem. We value an inclusive and equitable space for all individuals to thrive.
  • Excellence

    We do not settle for less, and we are not afraid to do the hard things.

Achievements earned by our talented team


Top RIA Firms

Financial Times

Top 300 RIAs

2014 - 2020

Best-In-State Wealth Advisors

2018 - 2020

Business Manager's Elite

2017 - 2019
Financial Advisor

Top RIAs

2006 - 2019

Women to Watch


Hall of Fame Advisor

Michael Nathanson
Charles Schwab & Co., Inc.

Trailblazer IMPACT Award™


Top 100 Independent Wealth Advisors

2007 - 2017

Top Financial Advisors


See important disclosures about our awards.