


Bay Colony Advisors
Financial Services • West Concord, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 86 Baker Avenue Extension, Suite 310, Greater Boston Area, 01742, US |
| Phone number | +19783697200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Charitable Planning, Wealth Management, Portfolio Management, Estate Planning, Investment Advisory, Wealth Advisory Services, Financial Advisors |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at Bay Colony Advisors
John Ohl
Chief Executive Officer
George Ohl
Co Founder
Bay Colony Advisors Email Formats
Bay Colony Advisors uses 2 email formats. The most common is {first initial} (e.g., j@baycolonyadvisors.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@baycolonyadvisors.com | 69.2% |
{first name} | john@baycolonyadvisors.com | 30.8% |
About Bay Colony Advisors
Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country. BCA is uniquely positioned to help solve complex back-office, compliance, and technology needs of independent advisors seeking an enterprise solution for their businesses. Partner firms maintain their ownership and operational independence while benefiting from the firm's synergies, and scale. Bay Colony Advisors (BCA) is a top-ranked, national wealth advisory firm with locations across the United States. BCA helps advisors operationalize their business by providing a complete ecosystem of scaled solutions and value-added services needed for their clients including marketing, branding, outsourced institutional money management with full compliance support. Member firms benefit from advisor collaboration, and access to a complete suite of wealth management specializations to offer their clients. The affordable platform allows advisors to retain complete control and ownership of their business while leaving compliance, back-office infrastructure, and other operational staff expenses to us. Bay Colony provides advisors with an Enterprise platform enabling advisors to deliver an elite client experience with enterprise custodial pricing enabling advisors to scale a competitive business model. The operational platform includes software and services as a Service (PaaS) developed jointly by Black Diamond and our lead custodian which allows Digital access to data to view your clients’ information on-demand — securely and accurately. BCA's operational infrastructure enables advisors to efficiently run their practices and serve their clients. Our operational staff has decades of experience working together. The firm is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.
Bay Colony Advisors revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Bay Colony Advisors has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Bay Colony Advisors has never raised funding before.
Bay Colony Advisors Tech Stack
Discover the technologies and tools that power Bay Colony Advisors's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Miscellaneous
Analytics
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Web frameworks
Frequently asked questions
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