A complete list of active advisors currently associated with Gainline Financial Partners, LLC

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

Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to a mix of individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm’s Form ADV also discloses ERISA plan advisory and third‑party manager selection services, reflecting a broad client base typical of team firms. The firm uses diversified, multi‑style portfolios that blend passive and active strategies, with tools such as options, alternative investments, tactical asset allocation, and trend‑following disciplines described in its brochure. Gainline implements model portfolios developed by FIWA, LLC and executes those models through Advyzon Investment Management, and it operates accounts both inside and outside a wrap fee program for ongoing management and rebalancing. Several structural features distinguish Gainline from many peers: it sponsors and manages the Gainline Financial Wrap Program and reports that roughly $346.3 million of its approximately $348.6 million in AUM is held in wrap accounts, a concentration that is uncommon among similar firms. Its supervised persons include registered representatives of Purshe Kaplan Sterling Investments and licensed insurance agents (per the brochure), and the firm also acts as a promoter for third‑party advisors focused on digital assets and institutional retirement plan services, while managing nearly 1,001 accounts across six advisors — a higher client‑to‑advisor ratio than typical for team firms.

To learn more about the advisors currently working at Gainline Financial Partners, 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.