A complete list of active advisors currently associated with Ailares

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

Ailares provides discretionary separately managed account portfolio management and related investment advisory services to qualified clients, high‑net‑worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm tailors portfolios using onboarding documents and investment policy statements and accepts accounts subject to its suitability and minimum-account policies. The firm combines fundamental, technical, macro, quantitative, sentiment analysis and proprietary machine‑learning tools to support investment decisions and discretionary trading across equities, ETFs, fixed income, options, short positions, margin, derivatives, and, where appropriate, digital-asset instruments. Ailares generally places trades through a qualified custodian platform, may aggregate orders across client accounts, and charges performance‑based fees to clients who meet qualified‑client requirements. Distinctive features include its use of performance‑based compensation rather than a standard percentage‑of‑assets management fee, the explicit use of derivatives and option strategies within separately managed accounts, and an affiliation with an external accounting firm whose principal is also a firm principal (the accounting firm operates separately and has no advisory or referral relationship with the firm). The adviser is newly registering, reported no assets under management as of June 2026, and currently conducts a material portion of business as technology‑related consulting—an activity it expects to scale back as the advisory practice grows.

To learn more about the advisors currently working at Ailares, 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.