A complete list of active advisors currently associated with Bloom Advisors
Warmer can help you find a great advisor at Bloom Advisors or one who fits your needs even better.
Bloom Advisors provides discretionary, fee‑only money management primarily for individual and high‑net‑worth clients, generally requiring a $250,000 minimum and managing approximately $1.618 billion in client assets. The firm also advises retirement‑plan participant accounts (e.g., 401(k) and 403(b)) and handles rollovers, charging advisory fees as a percentage of assets under management. Its investment process combines factor investing, optimization, and technical analysis to construct diversified, multi‑asset portfolios implemented mainly through institutional‑share mutual funds and ETFs rather than individual securities, and portfolios are actively managed with systematic rebalancing and without leverage or short selling. Bloom Advisors uses third‑party vendors for performance reporting and billing and relies on institutional custodial platforms (Schwab and Fidelity) for trade execution and operational support. Bloom Advisors is affiliated with Bloom, Bloom & Associates, P.C., a legal services firm that focuses on estate work, small and family‑owned businesses, real estate and tax planning, and the two firms make reciprocal referrals without charging referral fees—an arrangement that is uncommon among similar multi‑team firms. The firm does not provide standalone financial planning services and notes operational practices (such as accessing clients’ 401(k)/403(b) accounts or serving as trustee for some client trusts) that can cause it to be deemed to have custody of assets and subject it to surprise audit requirements; it also participates in institutional custodian programs that provide services to the firm and may create conflicts of interest.
To learn more about the advisors currently working at Bloom 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.
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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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