A complete list of active advisors currently associated with Axiom Asset Management

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

Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and employer-sponsored retirement plans. Services include discretionary and non-discretionary portfolio management, household-level financial planning (retirement, education, insurance/risk, cash flow and estate coordination), and retirement-plan consulting for plan sponsors and fiduciaries. The firm emphasizes a customized, household-based investment process that profiles each client’s objectives, risk tolerance, tax considerations, and cash‑flow needs, then applies fundamental, technical, cyclical and quantitative analysis to security selection and asset allocation. Axiom describes a value/growth/contrarian/opportunistic investment approach, will engage third‑party sub‑advisers for certain asset classes, and uses Fidelity’s institutional platform for custody, trading and reporting. Axiom is majority‑owned by Hightower Advisors and is affiliated with Hightower Securities (a broker‑dealer) and Hightower trust entities, and it lists multiple other Hightower‑related investment adviser affiliates and back‑office relationships. The firm itself reports no disciplinary history while noting that two Hightower affiliates reported disclosures in 2024; its leadership includes a recent hire with a professional sports and players‑association background and a principal licensed to sell insurance, and it manages roughly $900 million across five advisors, giving it a larger AUM‑per‑advisor profile than many comparable teams.

To learn more about the advisors currently working at Axiom Asset Management, 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.