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

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

Envest Advisors, LLC is a small advisory firm that provides discretionary asset management and related financial planning to individual clients. The firm offers ongoing portfolio management and may prepare financial plans or coordinate client services while acting as the primary adviser on client relationships. Envest structures portfolios around each client’s stated goals, time horizon and risk tolerance, documents objectives in client profiles, and reviews accounts at least quarterly. The firm commonly implements strategies by engaging Sub‑Advisors and third‑party platforms — including Orion Portfolio Solutions and Advyzon Investment Management (AIM) — and uses model marketplaces, tax‑overlay services and personalized indexing when appropriate. What distinguishes Envest from many peers is its explicit affiliation with an insurance business: the principal operates Envest Financial LLC and is licensed to sell insurance products, and the firm discloses commission income and other external compensation. The firm also relies heavily on fee‑sharing and referral arrangements with third‑party managers and a co‑advisor (Gradient Investments, LLC), combining a small team (three advisers, about $8.1 million in discretionary AUM and roughly 45 clients) with an unusually extensive set of outsourced manager relationships and incentive arrangements.

To learn more about the advisors currently working at Envest 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.

You can also browse Envest Advisors, LLC's office locations.