Top advisors focused on passive / index investing 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 want to keep your investment costs low and avoid frequent trading, a passive or index investing approach might fit your goals. The biggest mistake is chasing hot stocks or market timing, which can erode returns and increase risk.
- Index fund selection. Ask how they choose funds to match your risk tolerance and goals, not just the lowest fees.
- Portfolio rebalancing. Confirm their approach to keeping your asset allocation on track without unnecessary trades.
- Tax efficiency. See how they manage investments to minimize taxes, like using tax-advantaged accounts or harvesting losses.
- Long-term discipline. Look for advisors who emphasize sticking to your plan through market ups and downs, avoiding emotional decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
David H
Series 65
Corona, CA
Safeguard Investment Advisory Group, LLC
David Hart specializes in passive and index investing, making him well-suited for investors seeking low-cost, disciplined portfolio management in the US. With 15 years of experience and a Series 65 credential, he operates independently through Safeguard Investment Advisory Group, which manages over $600 million and offers discretionary portfolio management and access to third-party sub-advisers, differentiating him by combining passive strategies with a fundamental-analysis approach.
Experience: 15 years
Avg account: $397,295
-
Thomas T
Series 66
Independence, OH
Hantz financial Services, Inc.
Thomas Trefzger specializes in passive and index investing, supported by his firm's model-driven ETF strategies and managed account solutions, which align well with low-cost, disciplined investment approaches. His experience includes tax-loss harvesting and retirement plans for business owners, and he offers flexible fee structures including flat fees and asset-based fees, distinguishing him from advisors with different pricing models or narrower service scopes.
Experience: 7 years
Avg account: $420,083
-
Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride specializes in passive and index investing with a focus on low-cost, passively managed ETFs and an environmental investing option that screens funds by carbon intensity and fossil fuel reserves. Based in Burlington, VT, he offers flat-fee pricing and serves a diverse client base including individuals, trusts, and corporations, bringing three years of experience and CFA® credentials to his advisory role at One Day In July LLC.
Experience: 3 years
Avg account: $983,464
-
Timothy E
Series 66
New York, NY
First Manhattan Co. LLC
Timothy Egan specializes in passive and index investing, complemented by expertise in tax-loss harvesting, making him well-suited for investors seeking low-cost, disciplined portfolio management. Based in New York at First Manhattan Co. LLC, he serves high-net-worth clients with a research-driven, long-term value approach, blending active and passive strategies, which distinguishes him from advisors focusing solely on passive funds.
Experience: 3 years
Avg account: $5,577,808
-
Ryan V
CFP®, Series 63, Series 66
Richfield, OH
Schwab Wealth Advisory
Ryan Vollweiler specializes in passive and index investing, leveraging 21 years of experience and expertise in tax-loss harvesting to help maintain disciplined, low-cost portfolios. Operating within Schwab Wealth Advisory, a large firm known for its proprietary asset-allocation models, he offers non-discretionary advice tailored to Schwab brokerage clients, distinguishing him with a blend of seasoned insight and access to extensive research resources.
Experience: 22 years
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")