A complete list of active advisors currently associated with Circle Advisers Inc

Warmer can help you find a great advisor at Circle Advisers Inc or one who fits your needs even better.

Circle Advisers Inc. serves primarily high‑net‑worth individuals as well as institutional clients such as pension and profit‑sharing plans, offering non‑discretionary investment advisory services and, when requested, stand‑alone financial planning and consulting. The firm also provides ERISA 404(c) participant‑directed retirement plan consulting and acts as an ERISA 3(21) advisor for certain defined benefit plans. The firm primarily manages accounts on a non‑discretionary basis—disclosing $868,162,745 in non‑discretionary assets under management as of September 30, 2025—and allocates client assets among mutual funds, ETFs, income‑producing equities, fixed income, and cash. Circle’s process emphasizes fundamental analysis with long‑ and short‑term strategies and may employ options strategies (including covered call writing) for hedging or income, and it offers comprehensive reporting that can incorporate assets held outside its trading authority. Distinctive features relative to peers include operating multiple offices (eight locations) while remaining a team‑sized adviser, and the disclosed use of compensated introducers/promoters (endorsements) in client acquisition. The brochure also notes that certain representatives are licensed insurance agents who may recommend commission‑based insurance products, that the firm does not accept discretionary authority, and that it does not vote client proxies, which together affect client control and conflicts of interest.

To learn more about the advisors currently working at Circle Advisers Inc, 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.