Baltimore, MD – February 2025- Harborside Group, the largest and most comprehensive sales and marketing firm serving the asset management industry, announced that the firm now services over 50,000 Financial Advisors who own their clients’ products. These Financial Advisors represent the wirehouse, regional broker/dealer, independent broker/dealer, RIA, bank trust and retirement channels. Harborside now services approximately 1 out of every 5 Financial Advisors in the country, a new record for the firm.
“Our highly successful business model refined over the past 20 years allows our asset management clients to benefit from tremendous scale,” said Brian Nelson, President and Managing Director of Harborside. “Given our extensive reach into the various distribution sub-channels, Harborside has become one of the leading information sources for small and mid-tier asset managers in the industry.”
