A complete list of active advisors currently associated with A.G.P. / Alliance Global Partners

Warmer can help you find a great advisor at A.G.P. / Alliance Global Partners or one who fits your needs even better.

A.G.P. / Alliance Global Partners provides advisory and brokerage services to a mix of individuals (including high‑net‑worth clients), trusts, corporations, pooled vehicles and charitable and retirement‑plan sponsors, offering portfolio management, financial planning, retirement‑plan consulting, third‑party manager access, and capital markets and investment banking services. The firm operates as an SEC‑registered investment adviser and full‑service broker‑dealer, and its representatives may deliver advisory recommendations alongside brokerage or insurance products. The firm emphasizes international investing through its EPC Advisors Group division, which uses EPAM as a sub‑adviser and implements strategies such as International Value and International Dividend Payers SMAs that combine top‑down macro themes with bottom‑up security selection and generally pursue a long‑term, low‑turnover approach. Clients may also access wrap fee portfolios, separately managed accounts, and third‑party manager programs; certain strategies may employ options, margin or tactical asset allocation when suitable and authorized by the client. A.G.P. is distinctive among large enterprise firms for its active brokerage and product‑distribution activities beyond standard advisory services: it sells other financial products (for example Perth Mint certificates), distributes Euro Pacific Funds, acts as a placement agent for affiliated private funds (such as AGP Alternative Investment Fund II), and maintains custodial and revenue‑sharing arrangements (e.g., with Fidelity and RBC) that generate additional compensation. The firm’s brochure also discloses recent regulatory actions, including an SEC settlement and other disciplinary matters, which are part of its public compliance record.

To learn more about the advisors currently working at A.G.P. / Alliance Global Partners, 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.