A complete list of active advisors currently associated with Auxano Advisors

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

Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations, offering comprehensive Family Office Services and investment advisory/portfolio management on both discretionary and non‑discretionary bases. The firm reports managing about $1.78 billion for roughly 724 client relationships and includes financial planning as part of its advisory services. The firm develops investment policy through personal discussions to document client goals, risk tolerance and time horizons, and implements those policies using fundamental, technical and cyclical analysis across both long‑ and short‑term strategies. Auxano may allocate to independent managers and private funds and conducts regular (generally quarterly) portfolio reviews and monitoring as part of its tailored client relationships. Compared with many similar team firms, Auxano discloses the capacity to employ derivatives and to use borrowing within separately managed accounts—practices that are relatively uncommon among peers. The firm also maintains insurance‑licensed personnel and may recommend insurance products (with separate compensation), and it draws on external consulting for market strategy and research, features that can affect how advice and product recommendations are coordinated.

To learn more about the advisors currently working at Auxano 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.