A complete list of active advisors currently associated with Baker & Associates Registered Investment Advisors, LLC

Warmer can help you find a great advisor at Baker & Associates Registered Investment Advisors, LLC or one who fits your needs even better.

Baker & Associates Registered Investment Advisors serves foundations, small businesses, start‑ups, high‑net‑worth individuals and retail clients who access alternative channels such as crowdfunding. The firm offers non‑discretionary investment advisory and financial planning services, retirement consulting, and assistance with business funding and private placements, and coordinates legacy planning and insurance solutions through third‑party providers. The advisor constructs portfolios using the Orion Portfolio Solutions platform and a documented, step‑by‑step proposal process, employing both fundamental and technical analysis and a three‑tiered balanced‑portfolio structure. BARIA incorporates impact‑investing criteria into its investment screens and generally provides recommendations on a non‑discretionary basis for clients to review and implement. Compared with many peers, the firm emphasizes subscription and self‑directed planning and financial‑literacy offerings — including portal access, workshops and course content developed with third‑party and AI tools — alongside more traditional advisory work. It also actively supports business capital raising through private placements and crowdfunding (using a traditional placement fee scale) and discloses referral and insurance‑product relationships with independent marketing organizations.

To learn more about the advisors currently working at Baker & Associates Registered Investment Advisors, 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
Aaron Baker	San Leandro, CA	19

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support