Bleakley Financial Group vs Trilogy Financial

Bleakley Financial Group

Forbes 2024 America's Top RIA Firms/Investment News 2023 Top Hybrid RIA

128 employees · est. 1984 · Fairfield, United States

Trilogy Financial

We are more than Financial Planners, We are Life Planners

174 employees · est. 1999 · Irvine, United States

Bleakley Financial Group is the older company (1984 vs 1999).

Side-by-Side Comparison

Metric	Bleakley Financial Group	Trilogy Financial
Founded
Founded	1984 older	1999
Headquarters
Headquarters	Fairfield, United States	Irvine, United States
Employees
Employees	128	174
Industry
Industry	Finance, Financial Services	Financial Services, Insurance
Funding Stage
Funding Stage	Not tracked yet	Private Equity
Funding Rounds
Funding Rounds	Not tracked yet	1
Taxonomy
Taxonomy	Financial PlanningInvestment AdviceRegistered RepresentativesIndependent Financial PlanningCollaborative Planning ProcessDisciplined Advisory Model +8	Financial PlanningInvestmentsFinancial Services IndustryIndependent Financial PlanningRegistered Investment AdvisorLPL Financial +8
Website
Website	bleakley.com	trilogyfs.com

About Bleakley Financial Group

Bleakley Financial Group is a financial services company with a focused mission to provide independent financial planning and wealth management advice to individuals, families, and business owners. Established in 1984 and headquartered in the United States, the company prides itself on offering a di...

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About Trilogy Financial

Trilogy Financial is a financial planning company which has been in operation since 1999. The company prides itself on offering independent financial planning services nationwide, with coast-to-coast branches. Trilogy places a strong emphasis on comprehensive training and support for its representat...

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Frequently Asked Questions

Bleakley Financial Group was founded in 1984, based in Fairfield, United States, with 128 employees. Bleakley Financial Group is a financial services company with a focused mission to provide independent financial planning and wealth management advice to individuals, families, and business owners. Es. Trilogy Financial was founded in 1999, based in Irvine, United States, with 174 employees. Trilogy Financial is a financial planning company which has been in operation since 1999. The company prides itself on offering independent financial planning services nationwide, with coast-to-coast.

Both work in Financial Services and list financial planning, investment advice and registered representatives among their focus areas.

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