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 provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, corporations and retirement plans. The firm offers discretionary portfolio management, written financial plans, retirement‑plan consulting and management, variable annuity sub‑account management, and impersonal educational seminars and workshops. Portfolios are managed under tailored investment policy statements and reviewed at least quarterly, with the firm employing a mix of fundamental, technical, quantitative and cyclical analysis. Aquilant routinely uses third‑party platforms and strategies—including AssetMark and participation in Cambridge’s WealthPort wrap programs—and may delegate sleeves of accounts to external strategists or sub‑advisers for implementation. Compared with many peers, the firm’s representatives also act as registered representatives of a broker‑dealer and are licensed insurance agents, arrangements the ADV discloses and that the firm manages through specific conflict‑of‑interest policies (for example, a two‑year restriction before Aquilant will manage variable annuities sold by its representatives). The firm also participates in wrap fee programs, uses Broadridge for proxy‑voting and class‑action processing, and reports roughly $279 million in discretionary assets under management.

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.