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Colman Knight Advisory Group

Also known as colman knight advisory

Wealth ManagerActon, United StatesFounded 1988
$188M
Assets Under Management
Acton
Headquarters
Investment Focus

About Colman Knight Advisory Group

Colman Knight Advisory Group is a wealth advisory firm based in Acton, Massachusetts, founded in 1988. It provides fee-only financial planning described as holistic and values-based, and acts as a fiduciary for its clients. The firm says it uses an integral wealth planning approach that aligns financial decisions with each client's complete picture and personal values, combined with disciplined financial expertise and unbiased guidance. It reports being the only Massachusetts advisor selected for Money Magazine's list of best financial planners, and manages about $187.7 million in assets.

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Regulatory & Financial Data

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SEC Form ADV

Verified
Reported AUM
$187.7M
Total Clients
441
Filing Date
April 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Colman Knight Advisory Group?

Colman Knight Advisory Group is a wealth manager based in Acton, United States, managing approximately $188M in assets.

Where is Colman Knight Advisory Group headquartered?

Colman Knight Advisory Group is headquartered in Acton, United States.

How much does Colman Knight Advisory Group manage?

Colman Knight Advisory Group manages approximately $188M in assets under management.

When was Colman Knight Advisory Group founded?

Colman Knight Advisory Group was founded in 1988.

How can I contact Colman Knight Advisory Group?

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