When was KLS Professional Advisors Group founded?

KLS Professional Advisors Group was founded in 1989.

Where is KLS Professional Advisors Group located?

KLS Professional Advisors Group is headquartered in New York City, United States.

How many employees does KLS Professional Advisors Group have?

As of Jul 01, 2024, the latest employee count at KLS Professional Advisors Group is 19.

Is KLS Professional Advisors Group a funded company?

KLS Professional Advisors Group is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does KLS Professional Advisors Group rank among its competitors?

KLS Professional Advisors Group ranks 588th amongst 1727 active competitors, of which 46 are funded.

Who are the top competitors of KLS Professional Advisors Group?

KLS Professional Advisors Group's top competitors include Alera Group, Focus Financial Partners and Raymond James.

KLS Professional Advisors Group - 2026 Company Profile & Competitors

KLS Professional Advisors Group is an acquired company based in New York City (United States), founded in 1989. It operates as a Wealth Management firm. The company has 1727 active competitors, including 46 funded and 263 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: www.klsadvisors.com
Email ID: *****@klsadvisors.com
Phone Number: +1 **********

Key Metrics

Founded Year

1989

Location

New York City, United States

Stage

Acquired

Ranked

588^th among 1727 active competitors

Employee Count

19 as on Jul 01, 2024

Similar Companies

AXA & 4495 more

Exit Details

Acquired by Boston Private (Jan 03, 2005)

View KLS Professional Advisors Group's full profile

KLS Professional Advisors Group got acquired by Boston Private on Jan 03, 2005 at an acquisition amount of $30M. It was facilitated by Colchester Partners.

Click here to take a look at KLS Professional Advisors Group's acquisition in detail

KLS Professional Advisors Group has not raised any funding rounds yet.

KLS Professional Advisors Group's employee count trend

KLS Professional Advisors Group has 19 employees as of Jul 24. Here is KLS Professional Advisors Group's employee count trend over the years:

Employee count trend for KLS Professional Advisors Group

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Top competitors of KLS Professional Advisors Group include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of KLS Professional Advisors Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	SLR Investment Corp, The Carlyle Group & 5 others	71/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Bank of America, US Bank & 13 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	67/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	65/100
5th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	TPG, General Atlantic	64/100
6th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	63/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
8th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	60/100
9th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Franklin Templeton Investments ... & 5 others	59/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	1st & Main, Crawley Ventures	58/100
588th	KLS Professional Advisors Group 1989, New York City (United States), Acquired	Wealth Management firm	-	-	25/100