A complete list of active advisors currently associated with Allmerits Asset, LLC

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

Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and one-off financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm reports $18,855,725 in discretionary client assets and separately monitors and advises on 401(k) plans totaling about $196,770,788 in assets under advisement. Investment programs are implemented through tactical and strategic asset-allocation approaches and by recommending or using third‑party sub-advisers and platform providers (including Charles Schwab, AssetMark, Synergy, and Betterment). The firm uses platform tools such as Betterment’s goal-based portfolios, automated rebalancing and tax-aware features, and may design custom portfolios while retaining discretionary authority to hire, replace, or reallocate sub-advisers. Compared with many team advisory firms, Allmerits’ client mix and asset figures indicate a focus on a broad base of individual clients rather than a concentration of high‑net‑worth households, and it maintains substantial retirement-plan assets under advisement relative to its discretionary AUM. The firm’s operational mix — combining a digital sub‑advisory platform, multiple third‑party platforms, and affiliated insurance and broker‑dealer activities — is a notable feature that the brochure discloses as creating potential conflicts to be managed.

To learn more about the advisors currently working at Allmerits Asset, 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.