A complete list of active advisors currently associated with Align Financial Advisors, LLC

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

Align Financial Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. As of December 31, 2025 the firm reported $73,622,103 in client assets under management, split between $63,097,257 managed on a discretionary basis and $10,524,846 on a non-discretionary basis. The firm uses a range of analytical methods — including fundamental, technical, quantitative techniques, and modern portfolio theory — and invests across mutual funds, ETFs, and equities while identifying and managing standard market, liquidity, and concentration risks. Clients may engage the firm on either a discretionary or non-discretionary basis, impose written restrictions on investments, and receive periodic (generally quarterly) portfolio reviews and plan updates. A distinctive operational feature is that the firm’s investment adviser representatives also receive external compensation as insurance agents for selling investment-related insurance products; the brochure discloses this conflict of interest and notes mitigation through disclosures and fiduciary obligations, and that clients are not required to purchase such products. The firm also recently shifted from federal to state registration — withdrawing SEC registration and receiving Texas state approval in September 2025 — and identifies Charles Schwab as its preferred custodian, which is notable for the range of services and third‑party benefits described in the brochure.

To learn more about the advisors currently working at Align Financial Advisors, 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.