A complete list of active advisors currently associated with Aquilant Advisors
Warmer can help you find a great advisor at Aquilant Advisors or one who fits your needs even better.
Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary asset management, written financial planning, retirement-plan fiduciary and consulting services, and variable sub-account (annuity) management. The firm also participates in third‑party platforms and wrap programs (including WealthPort under a co‑advisory arrangement with Cambridge Investment Research, and access to AssetMark and SEI solutions) and occasionally provides impersonal seminars and workshops on topics such as retirement and estate planning. The firm tailors portfolios and written Investment Policy Statements to individual client circumstances, using a mix of fundamental, technical, quantitative and cyclical analysis and constructing optimized asset allocation guidance (including efficient‑frontier analysis) that it reviews at least quarterly. Aquilant integrates outside strategists and model sleeves via unified managed accounts and third‑party platform strategists, and will implement client directions on a discretionary basis while allowing clients to impose reasonable restrictions. Noteworthy for a firm of this size, Aquilant’s investment adviser representatives also maintain registrations as broker‑dealer representatives with Cambridge Investment Research and are authorized to sell insurance products, which can result in commissions or other third‑party compensation separate from advisory fees. The firm also acts through wrap programs, uses third‑party providers (e.g., Broadridge) for proxy‑voting and class‑action monitoring, and discloses these arrangements and the related potential conflicts of interest to clients.
To learn more about the advisors currently working at Aquilant 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 |
|---|---|---|
St. Louis, MO
| 0
| |
St. Louis, MO
| 27
| |
St. Louis, MO
| 20
| |
St. Louis, MO
| 26
|
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