A complete list of active advisors currently associated with Adell Harriman & Carpenter

Warmer can help you find a great advisor at Adell Harriman & Carpenter or one who fits your needs even better.

Adell, Harriman & Carpenter is a fee‑only, independent registered investment adviser that provides customized investment management and financial planning to high‑net‑worth individuals, related trusts and estates, charitable organizations, and corporate and retirement plans. The firm generally acts on a discretionary basis and invests client portfolios primarily in individual equities, investment‑grade bonds and exchange‑traded funds while offering financial counseling on retirement, estate, tax efficiency, college funding and related topics. An Investment Committee of five principals sets target allocations and maintains an AHC buy list, meeting weekly and relying on fundamental research and issuer analysis to evaluate stocks, bonds and ETFs; accounts are reviewed at least quarterly and positions are typically held for year‑plus horizons unless market developments warrant more rapid action. AHC permits reasonable client‑imposed investment restrictions, may aggregate or cross trades in fixed‑income when appropriate, and — at a client’s request — can employ leverage strategies such as margin or options. Compared with many multi‑team peers, AHC manages over $2 billion in discretionary assets with a relatively small advisory staff and a concentrated committee‑driven decision process, which may affect how investment decisions and client interactions are handled. The firm has added a specific disclosure about risks from artificial intelligence and machine learning, does not participate in soft‑dollar programs, and leaves proxy voting to clients rather than exercising those voting rights on their behalf.

To learn more about the advisors currently working at Adell Harriman & Carpenter, 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.