A complete list of active advisors currently associated with Ascent Advisors
Warmer can help you find a great advisor at Ascent Advisors or one who fits your needs even better.
Ascent Advisors provides ongoing portfolio management, financial planning, pension (including 401(k)) consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The firm documents client goals and risk tolerance in an investment policy statement, may manage accounts on a discretionary basis, and states it has no account minimum. The firm’s investment process blends modern portfolio theory with quantitative, fundamental, technical and charting analysis, emphasizes long‑term trading and regular portfolio monitoring, and seeks fair and equitable allocation of investment opportunities across clients. Ascent requires use of Schwab Institutional for custody and discloses receipt of institutional research and services from custodians that may create potential conflicts of interest. Notable features in the brochure include an ownership structure that involves an affiliated holding company (Ascent Holdings, LLC) and an explicit DST/1031 exchange consulting practice that provides independent due diligence and coordination with clients’ attorneys and tax advisors. The firm also discloses that supervised personnel are licensed insurance agents who may offer insurance products in their separate capacities, and it does not engage third‑party investment managers, which affects how it delivers advisory and retirement‑plan services compared with many peers.
To learn more about the advisors currently working at Ascent 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.
You can also browse Ascent Advisors's office locations.
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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.
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