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Vanderbilt Financial Group logo — The Sustainable Wealth Management Firm

Vanderbilt Financial Group

The Sustainable Wealth Management Firm

Founded 1965 United States Woodbury, United States 95 employees

General Information

Company Name Vanderbilt Financial Group
Founded Year 1965
Location United States Woodbury, United States +1
Employees 95
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About Vanderbilt Financial Group

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified (Leadership in Energy and Environmental Design) Platinum building, our commitment to changing the world begins at home in our office and within our culture. As an impact organization, Vanderbilt is dedicated to using our business as a force for good to enhance our community and make an impact as we grow. We are extremely passionate about Impact Investing as it aligns with the core values and mission of our firm. Vanderbilt has become known as “The Sustainable Wealth Management Firm” for our commitment to providing our Financial Advisors and their clients greater access to value-aligned investments. Our firm was formed 50 years ago by two brothers to help manage their families’ money. In 2001, our Chairman and VFG Founder Steve Distante acquired the firm and rebranded it as Vanderbilt Financial Group. We’re often asked why the name “Vanderbilt” was chosen; the answer is simple: Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, was the foundation of our modern-day infrastructure, and is still in use today. We celebrate the entrepreneurial spirit of Vanderbilt, a spirit that so many of our independent advisors also possess. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles

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Vanderbilt Financial Group Alternatives & Competitors

Vanderbilt Financial Group vs
Creand Wealth Management (Beta Capital)
Creand Wealth Management (Beta Capital) United States

Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founde...

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Vanderbilt Financial Group vs
Spire Investment Partners, LLC.
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FAQ About Vanderbilt Financial Group

The Sustainable Wealth Management Firm
Vanderbilt Financial Group was founded in 1965.
Vanderbilt Financial Group is headquartered in Woodbury, United States.
Vanderbilt Financial Group has approximately 95 employees.
Top alternatives and competitors to Vanderbilt Financial Group include Creand Wealth Management (Beta Capital), The Musuneggi Financial Group, LLC, Spire Investment Partners, LLC., Cantella & Co., Inc., Discipline Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vanderbilt Financial Group and Creand Wealth Management (Beta Capital) are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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