A complete list of active advisors currently associated with Asset Advisors

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

Asset Advisors provides discretionary wealth management and financial planning to high‑net‑worth and other individual clients, as well as charitable organizations, pension and profit‑sharing plans, and corporations. The firm reports about $1.4 billion in discretionary assets under management across roughly 456 client relationships and generally works with client relationships of $1 million or more. Investment management is personalized and committee‑driven, with a long‑term orientation that emphasizes ETFs, individual equities, municipal and corporate bonds, and, when appropriate, allocations to private investment funds and other alternatives. Portfolios are managed primarily on a discretionary basis subject to client‑imposed restrictions, and the firm uses fundamental and technical analysis alongside due diligence on any third‑party or private managers it recommends. What distinguishes Asset Advisors from many peers is its ownership and affiliate network within Focus Financial Partners, which gives it access to affiliated pooled investment vehicles managed by SCS, an affiliate relationship that the firm discloses and offers on a nondiscretionary basis. The firm also facilitates client access to UPTIQ credit and cash solutions, an affiliate insurance platform (Focus Risk Solutions), and 401(k) recordkeeping through an affiliate (Sentinel), and it makes private investment offerings available through broker‑dealer channels — arrangements that the brochure identifies as potential conflicts of interest and that the firm says it mitigates through disclosure and client consent; its AUM per advisor is also above $200 million, placing it in a smaller group of larger teams.

To learn more about the advisors currently working at Asset 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.