Fort Worth, TX Office
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Ally invest Advisors
Multi-team
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About
Ally Invest Advisors provides discretionary portfolio management primarily to individual and high‑net‑worth clients through largely web‑based solutions and virtual interaction. Its services include ETF‑based Robo Portfolios and the Invest Simply pilot (automated investing) as well as a Financial Advisor‑delivered Personal Advice service.
The firm implements model portfolios built on Modern Portfolio Theory with five risk tiers (Conservative through Aggressive) and varying cash allocations (Cash‑Enhanced Robo Portfolios target roughly 30% cash; Market‑Focused ~2%). Personal Advice and Guided Advice are delivered using a third‑party turnkey asset management platform (TAMP) and can include optional features such as tax‑sensitive allocations and tax‑loss harvesting.
Ally Invest Advisors is an affiliate of Ally Financial (including Ally Bank and Ally Invest Securities), a relationship the brochure ties directly to product design and cash management arrangements; the SEC recently settled a matter finding inadequate disclosure about the affiliate benefit from the Cash‑Enhanced cash buffer, resulting in a $500,000 penalty. With about $1.726 billion in discretionary AUM, 93 advisors, and over 83,000 clients, the firm operates with a notably high client‑to‑advisor ratio and concentrates on retail and HNW individual clients rather than corporate or business accounts.
Based on Ally invest Advisors
Expertise
Based on Ally invest Advisors
Location
Fort Worth TX
Advisors at this office
3
Advisors at this office
Samantha N
Series 63, Series 66
Fort Worth, TX
Ally invest Advisors
Samantha Newsom is a financial advisor at Ally Invest Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors since 2021, following over a decade at TD Ameritrade. In addition to advising clients, she serves as Director of Product Management at Ally Invest Advisors, collaborating with advisory teams. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.
Ashley L
Series 63, Series 66
Fort Worth, TX
Ally invest Advisors
Ashley Liggins is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Clientwise LLC, TD Ameritrade, Insight Global, and J. Kelly & Associates. Liggins manages product advisor services and operations for Ally Invest Advisors, focusing on wealth product management. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated web-based services and advisor-led guidance. The firm uses ETFs in pre-set model allocations based on Modern Portfolio Theory and integrates digital processes to manage tens of thousands of client accounts.
Leslie K
Series 66
Fort Worth, TX
Ally invest Advisors
Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.
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