A complete list of active advisors currently associated with Alternity Investment Advisors

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

Alternity Investment Advisors is a solo registered adviser that serves individuals (including high‑net‑worth clients), business owners, pensions, endowments and non‑profits, advising roughly $8.09 million across about 25 client relationships. The firm offers investment supervisory services, limited‑scope retirement planning at no additional cost to existing clients, and may refer clients to third‑party money managers. The adviser employs a primarily non‑discretionary model and does not accept trading discretion or proxy‑voting authority, so clients retain implementation control and receive custodian statements (Charles Schwab is the primary custodian). Investment work is oriented to long‑term strategies and draws on charting, fundamental, technical and cyclical analysis, and the firm may direct clients to third‑party managers or negotiate performance‑based arrangements for accredited investors. Noteworthy for a small independent adviser, the principal also operates a mortgage brokerage and an insurance agency and is licensed as a mortgage loan originator and insurance producer, activities that may result in the offering of commissionable mortgage or insurance products to clients and are disclosed as potential conflicts. Compared with many peers, AIA’s combination of primarily non‑discretionary assets, affiliations with real‑estate/insurance businesses, and provision of free limited retirement planning is statistically uncommon among independent solo advisers.

To learn more about the advisors currently working at Alternity Investment Advisors, 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.

Name	Location	Years of experience
Ajay Khatri	Newport Beach, CA	14
Avinash Mirchandani	Newport Beach, CA	11

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support