A complete list of active advisors currently associated with G. Earl Mowrey & Co., L.L.C.
Warmer can help you find a great advisor at G. Earl Mowrey & Co., L.L.C. or one who fits your needs even better.
This small, fee-only advisory firm serves individual investors — including high-net-worth households — and provides comprehensive financial planning and ongoing portfolio management. The firm manages roughly $41 million in client assets across about 122 clients and offers written financial plans plus continuous account monitoring. The firm's portfolios are built with mutual funds and ETFs and are typically globally diversified; investment decisions are guided by software-driven asset allocation and risk metrics (standard deviation and beta). Portfolio management is carried out almost entirely on a non-discretionary basis, so clients are consulted for approval before trades are executed and may impose investment restrictions. Compared with peers, the firm’s practice of managing the vast majority of client assets non-discretionarily is uncommon for supported firms and shapes how it implements advice and trading authority. The firm has a long operating history and operates with one CFP-designated advisor on staff, and its disclosure also notes a past, resolved state registration lapse that is described in the firm brochure.
To learn more about the advisors currently working at G. Earl Mowrey & Co., L.L.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Youngstown, OH
| 12
| |
Youngstown, OH
| 36
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")