DH Consulting Group
A collaboration of complementary financial expertise

Busy corporate executives and business owners must balance the financial priorities of both their enterprises and personal lives. Time is a most precious commodity and experienced financial counsel is essential. To cohesively bring together both sides of the equation can be of enormous benefit.

At DH Consulting Group of Raymond James, you will find a powerful collaboration of two experienced teams, sharing areas of expertise to provide both private wealth management and company retirement plan guidance for business owners and corporate executives. One firm. One place. An optimal opportunity for the powerful few.

DH Consulting Group of Raymond James

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Private Wealth ManagementFor Individuals
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Retirement Plan GuidanceFor Institutions
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Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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