A complete list of active advisors currently associated with 3rd Level Analytics

Warmer can help you find a great advisor at 3rd Level Analytics or one who fits your needs even better.

3rd Level Analytics provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients and, according to its disclosures, also serves charitable organizations — a client type that is less common among independent advisers. The firm documents each client’s situation in a written Investment Policy Statement and advises across mutual funds, fixed income, real estate funds (including REITs), annuities, equities, ETFs and Treasury‑inflation‑protected securities. The firm describes an investment process that uses fundamental and quantitative analysis alongside modern portfolio theory to construct long‑term portfolios and determine asset allocation, with risk tolerance and time horizon recorded in each client’s Investment Policy Statement. Services are delivered on a primarily non‑discretionary basis: the brochure states the firm does not have investment discretion, does not trade client accounts, and clients receive custodial account statements. Notably, Item 4.E of the brochure reports $4,324,000 in non‑discretionary assets and $0 in discretionary assets, a profile that is uncommon among peers and indicates clients retain trading authority. The firm also emphasizes one‑time financial planning deliverables, limits its advice to a defined set of investment types, does not take custody, and does not accept performance‑based fees.

To learn more about the advisors currently working at 3rd Level Analytics, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.