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

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

– Bridgewater Wealth & Financial Management and Blue Water Advisors Join The Colony Group

The Colony Group, LLC today announced mergers with both Bridgewater Wealth & Financial Management, LLC and Blue Water Advisors, LLC. Through these mergers, Colony expands in the Washington, D.C. and NY metro areas, now with 10 offices and 140 professionals managing approximately $7.5 billion in assets under management.

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Live From T3 Enterprise: Cybersecurity Networks and Fintech Accelerators

Big things are brewing in advisor technology this week as the annual T3 Enterprise Technology Conference kicks off deep in the heart of the Las Vegas strip.

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Barron's Top 100 Independent Wealth Advisors

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The Colony Group Names Four New Principals

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22 Counselors at The Colony Group Recognized as Five Star Wealth Managers™

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Michael J. Nathanson, CEO of The Colony Group, Wins Invest In Others Catalyst Award

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The Colony Group Recognized as a Leading Independent Advisory Firm

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Nineteen Counselors at The Colony Group Recognized as Five Star Wealth Managers™

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Kevin Dolan Named Vice President of The Colony Group

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The Colony Group Announces Colony Women and Wealth Connect, Led By Veteran Financial Counselors Nadine Lee and Elisabeth Talbot

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West End firm merges with Boston company

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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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RIA CEO Michael Nathanson on How to Be a Real Leader That Gets Results

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

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Barron's Top 100 Independent Wealth Advisors

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Some of the Industry's Worst Clichés

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The Colony Group Names Four New Principals

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The Colony Group is certified for fiduciary excellence

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Jennifer Geoghegan Named The Colony Group’s Chief Marketing Officer & Advisor Coach

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The Colony Group Surpasses $5 Billion in Assets Under Management with the Addition of CapGroup Advisors

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Events

Upcoming and Past Events

Awards & Recognitions

Awards and recognitions granted to The Colony Group and its professionals

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)

Boston Business Journal 

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

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 

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

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 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)