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Bay Colony Advisors is an independently owned SEC Registered Investment Advisor.  At Bay Colony we are committed to supporting advisors and advisory teams across the country by offering access to the widest range of wealth management and investment platform services.  We help member firms build a more competitive business model and support these firms with an exceptional operational infrastructure.  Our platform enables advisors to run their practices more efficiently, while collaborating with our other various member firms. Advisors leverage Bay Colony's ecosystem to spend more time with clients and less time running their businesses.  Our member firms maintain their independence, while benefiting from the synergies, scales of economy and best practices offered by Bay Colony.  Clients also benefit from competitive pricing and fiduciary implementation of all wealth management solutions. Our culture values open communication, collaboration, and transparency.  We are dedicated to helping advisors run and grow their business.

For advisors who are looking to focus and grow their investment advisory practice within a collaborative culture or are tired of running the operational and compliance aspects of their business, Bay Colony Advisors offers the ability to both scale and outsource their private practices. Our fully integrated platform provides full time operations, compliance, marketing, and communications support with enterprise pricing.  

Working with us offers

Leading Edge Technologies

Our platform includes access to Fidelity Institutional, Black Diamond Reporting, Retail Technology, IPS Advisor Pro, Citrix ShareFile, to name a few.

Outsourced Operations

Bay Colony Advisor’s automated platform removes the burden of running quarterly reports, as well as calculating, uploading, and invoicing advisory fees

Guidance with Compliance Requirements

Bay Colony handles the compliance for each of our advisors.  We understand that compliance can be a challenge for each advisor.  We strive to make our compliance requirements straight forward and easy to work with.  

Business Continuity Planning

Many advisors hear concerns from clients regarding their continuity plan.  Other advisors simply worry about the value of their practice should something happen to them.  Bay Colony has many flexible solutions for advisors.  Whether you are looking simply for a backstop in the event of a disaster, or are intending on implementing a continuity partner to take over your practice, Bay Colony has the resources to handle whatever you envision. 

Strategic Alliances

Investment partners