Harborside is Industry Leader in Financial Advisor Intelligence for Small- and Mid-Sized Asset Managers

Baltimore, MD -January 2020 – Harborside Group, an investment sales and marketing firm specializing in intermediary distribution for asset managers, announced that the firm’s Financial Advisor relationships now exceed 40,000 Advisors and RIAs nationally.

“We are pleased that our clients’ penetration within the Financial Advisor channel continues its impressive growth, “said Brian C. Nelson, President and Managing Director of Harborside. “Currently, 1 out of every 7 Advisors in the industry owns a Harborside client product and is serviced day-in and day-out by Harborside’s private label sales and marketing team. We believe the intelligence gathered by servicing over 40,000 Financial Advisors provides Harborside’s clients with a distinct competitive advantage in the crowded asset management space.”

Since 2004, Harborside has been providing innovative private label sales and marketing programs to asset managers with assets generally between $2 billion and $25 billion. With its 35 employees, Harborside generates annual sales between $2-$3 billion and services over $225 billion in combined assets for its marketing clients.

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