A complete list of active advisors currently associated with AdviPartner, LLC

Warmer can help you find a great advisor at AdviPartner, LLC or one who fits your needs even better.

AdviPartner is an independent, single-advisor registered investment adviser that provides discretionary investment management to individuals, high-net-worth individuals, and small businesses. The firm manages roughly $55.8 million across about 108 client accounts and charges percentage-of-assets-under-management fees for tailored portfolio services. The firm emphasizes passive investment management using low-cost index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis to inform asset allocation and security selection. Clients receive ongoing, customized advice with the ability to impose reasonable investment restrictions, and the firm provides weekly performance reports and other regular client communications. What is notable compared with most peers is that AdviPartner has disclosed regulatory consent orders: a 2021 consent order resolving a failure to maintain required minimum net worth and an omission in client agreements (resulting in a fine), followed by a 2025 consent order and fine related to the firm’s untimely disclosure of the prior order — disclosures that are uncommon among independent advisers. The firm otherwise operates as a fee-only, discretionary manager that does not participate in wrap programs or accept performance-based fees.

To learn more about the advisors currently working at AdviPartner, LLC, 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.