A complete list of active advisors currently associated with FRG Family Wealth Advisors

Warmer can help you find a great advisor at FRG Family Wealth Advisors or one who fits your needs even better.

FRG Family Wealth Advisors provides ongoing portfolio management and advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities, generally operating with a $1,000,000 household minimum that may be waived. Its advisory services cover investment strategy, asset allocation and selection, regular portfolio monitoring, and may include mutual funds, equities, fixed income, ETFs, non-U.S. securities, options, and digital asset ETFs. The firm applies a mix of analytical approaches — charting, cyclical, fundamental analysis, modern portfolio theory, quantitative and technical methods — and employs long-term trading alongside margin transactions and options strategies (including covered options). FRG tailors an investment profile for each client and provides both discretionary and non-discretionary management; as of December 31, 2025 it reported roughly $364.4 million in discretionary assets and $469.3 million in non-discretionary assets. Notably, FRG manages a relatively large asset base per advisor and reports a majority of assets managed on a non-discretionary basis compared with many peers, and it discloses the use of derivatives and borrowing in separately managed accounts in addition to margin and options trading. The firm requires custody at Charles Schwab and acknowledges access to custodial research and services that may be received in connection with that relationship.

To learn more about the advisors currently working at FRG Family Wealth Advisors, 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.