A complete list of active advisors currently associated with BSIAS Advisors, LLC

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

BSIAS Advisors, LLC provides discretionary and non‑discretionary portfolio management primarily for individuals, families, trusts and retirement accounts (IRAs and SEP/IRAs). The firm reports advising approximately $50.9 million as of December 31, 2024 across roughly 74 client relationships and, beginning in 2025, will offer income tax preparation services to its existing clients as an additional service. The firm follows a fundamental, long‑term buy‑and‑hold investment philosophy, recommending tailored asset allocations and specific investments that typically include equities, low‑cost no‑load mutual funds, bonds and treasury obligations. Accounts are reviewed at least quarterly, managed either under granted discretionary authority or with client approval for non‑discretionary accounts, and client assets are held with an unaffiliated custodian (Charles Schwab). What distinguishes this advisor from many peers is its accounting and tax background: both principals previously operated a registered CPA practice and retain CPA credentials, and the firm has disclosed offering tax preparation to clients—an uncommon ancillary service for registered investment advisers. The firm is a small, tightly supervised practice of two principals who split responsibilities for investment research/asset allocation and client communications and back‑office reporting.

To learn more about the advisors currently working at BSIAS 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.