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OUR FIRMThe Product Of Our Success

We serve a diverse group of individuals and organizations seeking professional investment, financial, and money management advice.

Our Firm

Global Advisers LLC is a registered investment advisory firm based in Philadelphia, Pennsylvania.

We typically engage with clients who have a minimum of $500,000 in investable household assets; however, we view each client’s situation individually. Account minimums are negotiable.

We gladly work with clients with less than the minimum who want to build wealth and create a secure financial future.


We believe it is important for you to understand the costs associated with obtaining investments and services from us. As our client, you benefit from the wide array of services and resources of a global industry leader. You have access to our firm’s powerful capabilities: world-class third-party equity research, asset management expertise, financial planning, money management tools, and our in-house professionals, including retirement planning, estate, and trust service specialists.

Depending on the types of relationships you establish and the ways you choose to do business with us, Global Advisers may be compensated for the services we provide through asset-based fees, and other fees and charges. We are not compensated for commissions or markups. Fees may be negotiable.


We are a multi-custodial firm that provides our clients with many options for investing, saving, and banking.

We offer a large variety of investment and trust accounts for investors, including retirement, individual, joint, organization, employee retirement plans, health savings plans, and custodial.

Through one or more of our custodians we also offer banking, savings, checking, mortgage loans, and global trading accounts.

Our capabilities allow us to open accounts in any of the 219 countries where the U.S. has diplomatic relations, and we have access to office space for client meetings in every major city worldwide.

Financial Advisory

The Financial Advisory program is open to experienced professionals with less than 3 years of experience in financial services who plan on taking the Series 65 and/or CFA/CPA exam(s). Your academic discipline or major is not a determining factor. What matters is that you demonstrate a minimum level of knowledge of the financial industry.

© Global Advisers, LLC