A complete list of active advisors currently associated with Gearhart & Associates

Warmer can help you find a great advisor at Gearhart & Associates or one who fits your needs even better.

Gearhart & Associates provides discretionary and non‑discretionary investment management to individuals — including high net worth clients — as well as families, family offices, trusts, estates, private foundations and qualified retirement plans. The firm also offers financial planning either on a stand‑alone basis or integrated with investment management and may recommend external money managers or platforms for portions of client portfolios. The firm customizes portfolios using primarily fundamental analysis and a generally long‑term orientation while permitting shorter‑term trades when appropriate; typical investments include mutual funds and ETFs but can extend to equities, corporate bonds, REITs, private funds, closed‑end funds and other illiquid securities. Its disclosed strategies and client arrangements can involve structured notes and other derivative‑linked instruments, and client accounts may use borrowing or margin arrangements — including securities‑based loan programs available through its Raymond James custodial relationship. Distinctive features include an unusually high client load (2,884 clients served by four advisors, implying a far higher clients‑per‑advisor ratio than peers) and a strong operational integration with a single custodial platform that supplies technology, research and product access while creating identifiable conflicts the firm documents and manages. The brochure also discloses specific mitigations — for example, prohibiting discretionary client investments in an ETF managed by a firm principal and using third‑party services (Broadridge) for proxy voting and asset recovery with disclosed contingency fees.

To learn more about the advisors currently working at Gearhart & Associates, 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.