STAY INFORMED

Whether it’s a client event, a speaking engagement by one of our professionals, or an instance of The Colony Group in the news, we’ll do our best to keep you updated. This is the place to find the latest on new developments at The Colony Group and in the financial community at large.

The Colony Group In The News

Nina Mitchell Named One of InvestmentNews’ Women to Watch 2018

Nina Mitchell, Senior Wealth Advisor & Co-President, Colony Sports and Entertainment was named one of the InvestmentNews Women to Watch.

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The Colony Group Wins 2018 Trailblazer Impact Award™

The Colony Group is proud to announce that we have been selected as the winner of the 2018 Trailblazer IMPACT Award™, part of Charles Schwab & Co., Inc.’s Impact Awards® program. This award is presented to a firm that combines an entrepreneurial spirit with a drive to help the financial services industry reach new heights – either through special initiatives, or simply as a result of the passion and commitment that they bring to their business every day.

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Views from the Top

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The Colony Group Named a Barron's Top 40 RIA Firm

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The Colony Group Selects 2018 Her Wealth® Scholarship Winner

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The Colony Group Earns a Spot of the Financial Times Top 300 RIAs

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The Colony Group Names Three New Principals

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The Colony Group Named a 2018 Best Places to Work for Financial Advisers by InvestmentNews

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22 Colony Group Wealth Advisors Featured in Boston Magazine as Recipients of 2018 Five Star Wealth Manager Award

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Barron's Top 100 Independent Wealth Advisors

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The Colony Group Expands West, Merging With Denver-Based Jones Barclay Boston

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Bloomberg Radio - Bysttae Business: Markets, STEM, and Gas Restoration

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The Colony Group ranked #9 on the Boston Business Journal Largest Independent Advisers in Massachusetts

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The Colony Group listed in the annual Top 300 RIA by Financial Advisor Magazine

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The Colony Group's Institutional Practice Certified for Fiduciary Excellence for Eighth-Straight Year

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The Colony Group's DC Regional Office Selected as One of Washington's Best Places to Work by the Washington Business Journal

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ScratchWorks Put Focus on Fintech at Barron's Top Independent Advisors Summit

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The Colony Group Announces Two Mergers as it Expands in the D.C. and NY Metro Areas

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Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson

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Events

Upcoming and Past Events

Awards & Recognitions

Awards and recognitions granted to The Colony Group and its professionals

InvestmentNews Women to Watch  

Nina Mitchell Named One of InvestmentNews’ Women to Watch (Nina Mitchell, Senior Wealth Advisor & Co-President, Colony Sports and Entertainment, 2018)

Barron's 

Top 40 RIA Firms (2018)

Barron's 

Top 100 Independent Investment Advisors in Massachusetts (2009, 2013 & 2016)

Forbes 

Best-In-State Wealth Advisors #7 in Maryland (Ron Rubin, President, Vice Chairman & Chief Culture Officer, 2018)

Washington Business Journal 

Best Places to Work in Washington D.C. area (2017 – 2018)

Winner  

of the national 2018 Trailblazer IMPACT Award™, part of Charles Schwab & Co., Inc.’s IMPACT Awards program. This award honors a firm that is helping the industry reach new heights – either through special initiatives, or simply as a result of the passion, commitment and entrepreneurial spirit that they bring to their business every day

Barron's 

Top 100 Independent Wealth Advisors (2007 – 2017)

Financial Times 

Top 300 RIAs (2014 – 2018)

InvestmentNews 

Top 50 Best Places to Work for Financial Advisors #7 (2018)

Boston Business Journal 

Fastest-Growing Private Companies in Massachusetts (2015 & 2016)

Financial Advisor 

Top RIAs (2006 – 2018)

WealthManagement.com 

Top 10 High-Net-Worth Advisors (2015 & 2016)

Winner 

of the national 2010 Best-in-Business IMPACT Award®, part of Charles Schwab & Co., Inc.’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results

Boston Business Journal 

“Area’s Largest Independent Investment Advisors” (2007 – 2018)

Boston Magazine 

“FIVE STAR Wealth Managers” (2010 – 2018)

Financial Advisor 

Top 50 Fastest-Growing Firms (2012 & 2016)

Winner 

of the Best Practices Award by InvestmentNews, which recognizes the top-performing and most innovative advisory firms in the industry (2014)