A complete list of active advisors currently associated with Alexander Investment Services Co.
Warmer can help you find a great advisor at Alexander Investment Services Co. or one who fits your needs even better.
Alexander Investment Services Company provides investment advisory and financial planning services to individuals (including high net worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers primarily non-discretionary portfolio management, retirement plan consulting and education, written financial plans (flat fee), third‑party administrator services for retirement plans, and, in some cases, trustee services. AIS conducts investment analysis using technical, fundamental, cyclical methods and long‑term purchase strategies and tailors recommendations to each client’s objectives, risk tolerance, and time horizon. The firm discloses that most client assets are managed on a non‑discretionary basis—$559,254,869 non‑discretionary versus $17,546,467 discretionary as of June 30, 2026—and routinely directs custody and trade execution to Charles Schwab and American Funds F2 accounts. The firm is dually registered as an investment adviser and a broker‑dealer, and its advisors are also licensed insurance agents, which can result in additional commission‑based compensation and 12b‑1 payments when they act in those capacities; AIS discloses these conflicts and its related policies. AIS also provides retirement plan TPA services and requires directed brokerage to its recommended custodians, does not aggregate trades across advisory accounts, and disclosed a 2025 FINRA sanction related to Regulation BI shortcomings that it reports has been corrected.
To learn more about the advisors currently working at Alexander Investment Services Co., 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.
You can also browse Alexander Investment Services Co.'s office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)