Top factor investing / smart beta 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 want to use factor investing or smart beta strategies, you likely aim to capture specific investment drivers like value, momentum, or quality to improve returns or reduce risk. A common mistake is treating these strategies as simple index tracking rather than understanding the underlying factors and how they interact with your overall portfolio.
- Factor selection clarity. Ask how they choose which factors to emphasize and why those fit your financial goals and risk tolerance.
- Portfolio integration. Confirm how they combine factor-based strategies with your existing investments to avoid unintended overlaps or gaps.
- Cost and turnover awareness. Factor strategies can vary in trading frequency and fees; check how these impact your net returns.
- Performance context. Inquire how they evaluate factor performance across different market cycles to set realistic expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joseph H
Series 63, Series 66
Boca Raton, FL
Financial Trust Asset Management Chartered
Joseph Hage specializes in factor investing and smart beta strategies, leveraging 39 years of experience and a multidisciplinary approach that integrates quantitative, fundamental, and technical analysis. His firm manages $115 million with a 1.25% AUM fee, serving individuals, high-net-worth clients, and institutional plans, which distinguishes him by combining deep research capabilities and retirement plan consulting alongside investment management.
Experience: 40 years
Avg account: $633,722
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Tiffany S
CFP®, Series 63, Series 66
Bellevue, WA
Avier Wealth Advisors
Tiffany Stoner specializes in factor investing and smart beta strategies, leveraging 15 years of experience and CFP® certification to tailor diversified portfolios using institutional-class, low-cost mutual funds and ETFs. Based in Bellevue, WA, she serves high-net-worth clients independently with a 1.00% annual AUM fee, distinguishing her through a strong academic research foundation and a focus on integrating factor strategies within comprehensive wealth management.
Experience: 16 years
Avg account: $2,036,587
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Ryan P
CFP®, Series 66
Winter Garden, FL
Wealth Enhancement Advisory Services, LLC
Ryan Paul specializes in factor investing and smart beta strategies, leveraging 13 years of experience and CFP® certification to help clients integrate these approaches within their portfolios effectively. Affiliated with Wealth Enhancement Advisory Services, a large SEC-registered firm, he offers flat-fee and AUM-based pricing, serving diverse clients including business owners and retirees, which may provide broader financial planning insights compared to advisors focused solely on factor investing.
Experience: 13 years
Avg account: $1,378,035
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Keith J
Series 66
De Pere, WI
Associated Investment Services, Inc.
Keith Johnson specializes in factor investing and smart beta strategies, leveraging 12 years of experience and a Series 66 designation to help clients integrate these approaches with active portfolio management and tax-loss harvesting. Operating independently at Associated Investment Services, he serves a diverse client base including individuals and trusts, offering model portfolios and separately managed accounts with a non-discretionary approach and fees ranging from 1.42% to 1.81% AUM.
Experience: 12 years
Avg account: $303,096
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Pranay D
Series 66
New York, NY
Nasdaq Dorsey Wright
Pranay Dureja specializes in factor investing and smart beta strategies, leveraging his firm's technical analysis approach with Point & Figure charting and relative strength methods to tailor portfolios for high-net-worth clients. His flat-fee structure and experience at Nasdaq, Merrill, and Bank of America distinguish him from others, offering a blend of independent advisory services and educational events that support nuanced factor selection and portfolio integration.
Experience: 4 years
Avg account: $522,264
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