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 serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive financial planning, and related services, including introductions to a third‑party cash management program and insurance products offered through an affiliated agency. The firm operates as a multi‑advisor team managing roughly $607 million in client assets across several thousand client relationships. Drake follows a top‑down, model‑driven investment process that uses LSA Portfolio Analytics to select and tailor asset allocation model portfolios based on a documented risk tolerance questionnaire and client objectives. Portfolios are implemented mainly with ETFs, mutual funds and equities, held at Charles Schwab under the firm’s discretionary authority, and Drake uses technology — including AI‑enabled tools — to support administrative and client‑servicing workflows. Notable distinctions include the firm’s use of testimonials and endorsements in advertising and the provision of educational seminars or workshops, practices that are uncommon among similar team firms. The firm also integrates fee‑based introductions to a cash management platform (for which it receives a disclosed administrative fee) and operates an affiliated insurance sales channel that may generate commission revenue; these arrangements are disclosed and supervised, and the firm generally requires clients to custody assets at its recommended custodian, which can affect execution options.
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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