Top advisors focused on active portfolio management in the US
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 the nuances of frequent trading and market timing. Without this expertise, you might face higher costs or miss opportunities due to poorly timed decisions.
- Trade timing insight. Ask how they decide when to buy or sell assets to balance risk and return effectively.
- Cost management. Confirm how they minimize transaction fees and tax impacts that can erode your portfolio's growth.
- Market condition adaptation. Look for advisors who adjust strategies based on changing market trends, not just static plans.
- Performance monitoring. Ensure they regularly review and adjust your portfolio to align with your goals and risk tolerance.
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 conditions effectively. Based in Huntington Beach, CA, he offers flexible fee structures including flat fees and negotiable AUM rates, supported by his Series 65 designation and four years of experience at Northwest Asset Management, a firm managing $3.6 billion for diverse clients.
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 clients seeking dynamic investment strategies that balance risk and return. Based in Dacula, GA, he brings seven years of experience at Merrill, a large firm offering managed accounts and discretionary portfolio management, with a 1.10% AUM fee for strategies under $2 million, distinguishing him through access to extensive resources and diverse client services.
Experience: 7 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, leveraging 13 years of experience and a firm approach that includes discretionary mandates and ongoing portfolio monitoring to adapt to market conditions. His independent status and hourly fee structure up to $250 for planning and reviews offer a flexible, client-focused alternative to advisors with fixed fees or less personalized service models.
Experience: 13 years
Avg account: $373,429
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David H
Series 65
Corona, CA
Safeguard Investment Advisory Group, LLC
David Hart specializes in active portfolio management, leveraging 15 years of experience and a fundamental-analysis investment process with a preferred horizon of two to ten years, which suits investors seeking dynamic market adaptation. Operating from Corona, CA, he offers discretionary portfolio management through Safeguard Investment Advisory Group, serving a diverse client base with a 2.15% AUM fee and hourly planning options, distinguishing him with both flexibility and a broad service scope.
Experience: 15 years
Avg account: $397,295
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Linda P
Series 63
Mt. Laurel, NJ
BC Advisors, LLC
Linda Postorivo specializes in active portfolio management, leveraging 42 years of experience and a fundamental analytical approach combined with charting and cyclical analysis to adapt strategies to market conditions. Serving high-net-worth clients independently through BC Advisors, LLC, she offers a 0.50% AUM fee and comprehensive services including portfolio analysis and consolidated performance reporting, distinguishing her with seasoned expertise and a broad investment strategy range.
Experience: 42 years
Avg account: $45,994,447
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