A complete list of active advisors currently associated with Amplius Wealth Advisors

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

Amplius Wealth Advisors serves individuals (including high‑net‑worth clients), small businesses, charities and retirement plans, offering discretionary portfolio management, comprehensive financial planning, retirement plan advisory and access to fee‑based insurance and third‑party money managers. The firm also coordinates with outside managers and sub‑advisers to implement model portfolios and tailored solutions for each client. The firm typically delivers discretionary advice that is customized to clients’ objectives and may incorporate model portfolios, independent third‑party managers and sub‑advisers; it can also provide non‑discretionary guidance where requested. Amplius leverages third‑party operational and trading platforms — including a TAMP relationship and an order‑management tool for held‑away accounts — to implement and rebalance strategies and to monitor client holdings. What is distinctive for a team‑sized adviser, according to its brochure, is Amplius’ corporate and platform relationships: it is affiliated with Amplius Asset Management, which provides investment management and sub‑advisory services to registered investment companies and an ETF, and it maintains reciprocal minority‑interest ties with Dynasty Financial Partners. Those relationships give the firm direct access to Dynasty’s TAMP, operational support and referral programs, and the brochure discloses related conflicts of interest and the firm’s steps to address them.

To learn more about the advisors currently working at Amplius Wealth 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.