Somerset Group LLC

Investment Advisor
in Boca Grande, FL

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About this Advisor

John Murphy is a financial advisor operating out of Boca Grande, Florida who has 9 years of industry experience. Murphy is currently employed by Somerset Group LLC. They have worked at Somerset Group Llc for their complete career. Murphy is approved to operate in Minnesota. Somerset Group LLC is an advisory firm that has its headquarters in Wayzata, MN. It has just four employees. It has $141 million in total assets among its 174 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 174 customer accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Somerset Group LLC typically consist of asset-based fees.

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

375 Park Avenue Suite 1
Boca Grande, FL 33921

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Somerset Group LLC Brokerage Details

Total Assets Under Management


FL Average: $5,289,111,388
Total Number of Employees


FL Average: 157
Total Number of Accounts


FL Average: 8,262
Average Account Size


FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Murphy Work History

John has been registered as a financial advisor for 9 years.*

2011 - Present (13 years)

Somerset Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of John Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Somerset Group LLC

John Murphy
Boca Grande, FL
Arlene Kielley
Wayzata, MN
Julie Toelle
Boca Grande, FL
Cynthia Hansen
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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