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 provides customized investment management and financial planning primarily to high‑net‑worth individuals and related entities, including trusts, estates, corporations, non‑profits, and retirement or profit‑sharing plans. The firm generally manages assets on a discretionary basis and invests in individual equities, investment‑grade bonds, and ETFs, while offering financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving. Investment decisions are overseen by an internal Investment Committee of the firm’s principals, which conducts fundamental analysis, maintains an approved buy list, and meets regularly to review market conditions and portfolio exposures. AHC typically adopts multi‑year investment horizons and will accommodate client‑imposed restrictions on certain holdings when requested. Compared with many team firms, AHC manages an unusually large amount of assets relative to its advisory team, producing higher assets‑per‑advisor levels than is typical for its peer group. The brochure also discloses that the firm may compensate third parties for testimonials or endorsements and provides required disclosures under Rule 206(4)-1, a marketing practice that is relatively uncommon among similar advisers.

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.