A complete list of active advisors currently associated with AssuredPartners Investment Advisors
Warmer can help you find a great advisor at AssuredPartners Investment Advisors or one who fits your needs even better.
AssuredPartners Investment Advisors (APIA) provides portfolio management, financial planning and consulting, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices. APIA offers both discretionary and non-discretionary portfolio management using model and custom portfolios, and it may select or monitor third-party managers while providing ERISA 3(21) and 3(38) plan services and participant education, including webinars and in-person workshops. Financial planning and consulting are available as standalone engagements or alongside portfolio management, and the firm may bill those services on a fixed or hourly basis. APIA is part of the Arthur J. Gallagher ownership group and is affiliated with broker-dealer and insurance businesses; it also operates a third‑party administrator business (BenefitsPlus) and discloses receipt of referral fees, program-related economic benefits, and marketing or travel reimbursements from product sponsors and custodians. The combination of a multi‑office national presence, explicit plan fiduciary and TPA capabilities, routine use of third‑party manager referrals, and the brochure’s discussion of derivatives and leverage-related risks indicates a broader mix of plan-focused, educational, and potentially complex investment practices than is typical for many peers.
To learn more about the advisors currently working at AssuredPartners Investment 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 AssuredPartners Investment 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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