A complete list of active advisors currently associated with Drake & Associates, LLC
Warmer can help you find a great advisor at Drake & Associates, LLC or one who fits your needs even better.
Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high‑net‑worth clients, managing approximately $607 million across accounts served by a 14‑advisor team. The firm offers ongoing portfolio management, plan‑based advice, and introduces clients to third‑party cash management options and insurance products as part of its planning services. The firm’s investment process is top‑down and allocation‑driven, employing model portfolios and quantitative signals from a third‑party provider (LSA Portfolio Analytics) while retaining discretionary authority to align portfolios with client risk profiles. Portfolios are implemented mainly with ETFs and mutual funds, held at a single qualified custodian, and the firm uses technology — including AI‑enabled tools for administrative and client‑servicing functions — while maintaining human oversight. What is distinctive about Drake & Associates is its use of client testimonials in advertising and its engagement of third‑party marketing platforms for lead generation, practices that are less common among multi‑advisor firms. The firm also discloses that advisors may act as licensed insurance agents and that the firm and an affiliated insurance entity receive insurance‑related compensation (including potential overrides), as well as an administrative fee when clients participate in a third‑party cash program; these relationships and the resulting conflicts are addressed in its disclosures and supervisory procedures.
To learn more about the advisors currently working at Drake & Associates, 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.
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