A complete list of active advisors currently associated with Avantia Investment Services, LLC

Warmer can help you find a great advisor at Avantia Investment Services, LLC or one who fits your needs even better.

Avantia Investment Services provides comprehensive wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm delivers discretionary portfolio management, selects and monitors third‑party money managers, and coordinates planning with clients’ legal, tax, and insurance advisors. Avantia emphasizes a custom, discretionary approach that starts with a detailed financial review and ongoing quarterly monitoring; it implements client plans through direct management and by allocating assets to separately managed accounts (SMAs) run by recommended TPMMs. The firm regularly conducts due diligence on sub‑advisors and explicitly incorporates options and other derivative strategies—including put‑write overlay and options strategies offered by its TPMMs—within SMA implementations. Distinctive features include its affiliation with Avantia MFO, Inc. and related family‑office entities, with those affiliated services made available to clients and coordinated alongside AIS’s advisory work. The combination of a small roster of client relationships with a manager‑of‑managers model and the explicit, documented use of derivatives in SMAs is less common among peers.

To learn more about the advisors currently working at Avantia Investment Services, LLC, 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.

Name	Location	Years of experience
Trevor Cobb	Seattle, WA	16
Lincoln Granberg	Seattle, WA	1

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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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