Top active portfolio management financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you actively manage your investment portfolio, you need an advisor who understands how to adjust strategies based on market changes and your personal goals. Without this expertise, you risk making reactive decisions that can hurt your long-term returns.
- Dynamic risk assessment. Look for advisors who regularly evaluate your portfolio's risk in light of market shifts and your evolving financial situation.
- Tax-efficient trading. Confirm they consider tax impacts when buying or selling assets to help preserve your after-tax returns.
- Cost management focus. Ask how they minimize trading costs and fees, which can erode gains over time.
- Performance attribution. Seek advisors who can explain which decisions contributed to your portfolio's results, not just overall returns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth specializes in active portfolio management, leveraging a customized approach that integrates Modern Portfolio Theory and strategic asset allocation to adapt to market changes and client goals. Operating from Huntington Beach, CA, he offers flexible fee structures including flat fees and negotiable AUM rates, supported by Northwest Asset Management's $3.6 billion in assets under management and a client base of nearly 3,000, distinguishing him with both firm scale and personalized service.
Experience: 4 years
Avg account: $1,472,895
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park specializes in active portfolio management and tax-loss harvesting, making him well-suited for investors seeking dynamic portfolio adjustments and tax-efficient trading strategies. Based in Dacula, GA, he brings seven years of experience and operates within Merrill, a large firm offering managed account programs and discretionary portfolio management, supported by Bank of America's extensive trading and capital markets resources.
Experience: 8 years
Avg account: $860,085
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. specializes in active portfolio management, offering customized investment strategies with discretionary mandates and ongoing portfolio monitoring, which suits investors seeking dynamic risk assessment and tax-efficient trading. Based in Columbia, SC, he brings 13 years of experience and an independent approach, charging hourly fees capped at $250, differentiating him from advisors with fixed fee structures or less personalized service models.
Experience: 13 years
Avg account: $373,429
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David H
Series 65
Irvine, CA
Martin Wealth Management, LLC
David Hart specializes in active portfolio management, applying a fundamental-analysis investment process with a preferred horizon of two to ten years, which suits investors seeking dynamic strategy adjustments. Based in Corona, CA, he offers discretionary portfolio management and fee-based planning through Safeguard Investment Advisory Group, serving a diverse client base including high-net-worth and institutional clients, with fees of 2.15% AUM or hourly rates between $250 and $350.
Experience: 15 years
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Linda P
Series 63
Mt. Laurel, NJ
BC Advisors, LLC
Linda Postorivo specializes in active portfolio management, applying a fundamental analytical approach combined with charting and cyclical analysis to adapt strategies based on market changes. With 42 years of experience and a 0.50% AUM fee, she serves high-net-worth clients independently from Mt. Laurel, NJ, offering comprehensive portfolio analysis and consolidated performance reporting that distinguishes her from other advisors in the US.
Experience: 43 years
Avg account: $45,994,447
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