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Glassy Mountain Holdings, LLC competitors & alternatives
The 12 closest competitors and alternatives to Glassy Mountain Holdings, LLC among financial services companies — ranked by similarity to what Glassy Mountain Holdings, LLC actually does, not by market-cap band.
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About Glassy Mountain Holdings, LLC
Glassy Mountain Holdings, LLC provides financial planning, investment management, and retirement planning services to individuals, business owners, executives, and professionals. Operating as a fiduciary, the firm uses a personalized approach to help clients organize their finances and achieve long-term financial confidence.
Glassy Mountain Holdings, LLC at a glance
Glassy Mountain Holdings, LLC is a financial services company headquartered in United States. Its most recent funding round raised $4M in November 2017. Xcout tracks 7 named people at Glassy Mountain Holdings, LLC, including Lizzy Russell (Director of Operations).
Glassy Mountain Holdings, LLC leadership
- Lizzy RussellDirector of Operations
- R. Jordan Smyth, Jr.President, Senior Wealth Advisor
- Brian CodatoSenior Portfolio Manager
- Jamie L. BigsbySenior Wealth Advisor
- Margaret HorsleyWealth Advisor
- Mike McIntyrePortfolio Manager
1 more named person on record for Glassy Mountain Holdings, LLC, with roles, board committees and tenure — see the full roster →
Glassy Mountain Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $4M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Glassy Mountain Holdings, LLC competitors
Ranked by semantic similarity — how close each company is to Glassy Mountain Holdings, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Highwater Wealth Management LLC is an independent fiduciary advisory firm that serves high-net-worth families and successful individuals. The company provides integrated wealth management services, including institutional-grade investment management, advanced tax-aware planning, estate coordination, and multi-generational family office oversight.
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Total Clarity Wealth Management provides investment management and comprehensive financial planning services to families, businesses, retirees, and high-earners across the United States. The firm offers strategic guidance in areas such as estate legacy planning, risk management, tax planning, and executive compensation.
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Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
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Peak Legacy Partners LLC provides legacy and financial planning services for business owners to help them secure their families' futures and protect their wealth. The company utilizes a multi-step process to design customized plans that address goals, risk management, and long-term financial prosperity.
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Global Wealth Investments, Inc., operating as Global Wealth Management, provides tailored financial planning and investment advisory services to individuals, families, and business owners. The firm specializes in retirement planning, investment strategies, and financial management to help clients secure their financial futures.
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Carson Capital LLC is a registered investment adviser that provides full-service financial planning, investment management, and coaching for growth-minded families and individuals. Operating as a fiduciary, the firm offers ongoing wealth management and comprehensive financial strategies covering cash flow, investments, estate planning, taxes, and debt.
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Alpha Rock Investments, LLC is a registered investment adviser that provides fiduciary financial advisory and portfolio management services to individual clients. The firm offers active, risk-managed investment strategies aimed at achieving targeted rates of return rather than relying on traditional passive buy-and-hold approaches.
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Infinite Wealth Planning, LLC provides comprehensive financial planning and wealth management services to professionals, business owners, and retirees. The company offers specialized guidance in lifestyle planning, investment management, tax strategy, estate planning, and insurance evaluation.
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Helton Management Group, LLC (operating as Helton Wealth Management) provides financial planning, investment management, and retirement services to individuals, pre-retirees, retirees, and small business owners. The firm offers guidance in areas such as portfolio construction, risk management, estate strategies, and peak-career wealth building.
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Quantum Leap Capital provides independent financial planning, investment management, and tax planning services for individuals and business owners. The firm helps clients manage their wealth, evaluate insurance needs, and develop tax-efficient retirement income strategies.
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FHT Media Holdings LLC, operating as FHT Advisors, provides personal and corporate financial planning services, including retirement planning and investment management. The firm serves individuals, businesses, and professionals with unconventional careers such as athletes, entertainers, and influencers.
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White Pine Wealth provides comprehensive financial planning, investment management, and retirement services to individuals, families, business owners, and retirees. Based in Hayden, Idaho, the firm also offers specialized corporate services such as retirement plans, executive deferred compensation, and liability management.
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