A complete list of active advisors currently associated with Gilbert & Cook, Inc.

Warmer can help you find a great advisor at Gilbert & Cook, Inc. or one who fits your needs even better.

Gilbert & Cook, Inc. serves individuals (including high‑net‑worth clients), trusts, estates, corporations and employer retirement plans, offering financial planning and consulting, investment advisory and portfolio management, retirement plan consulting, and private wealth services. The firm also operates wrap‑fee platforms and accepts ERISA fiduciary roles for plan consulting engagements. The firm delivers individualized advice grounded in household‑level asset allocation, employing a mix of active and passive strategies across equities, fixed income, real estate instruments and alternative investments, and conducts periodic account reviews for advisory clients. For private and alternative investments Gilbert & Cook performs separate due‑diligence reviews and provides distinct disclosures and implementation options when those opportunities are offered to clients. Distinctive features include an affiliation with a third‑party insurance platform (DPL) and the fact that several representatives are licensed insurance agents, which the firm discloses can produce commission compensation and which it says it manages through internal procedures. The firm also separates its financial planning engagements from ongoing advisory services—financial planning clients do not automatically receive ongoing account reviews or monitoring unless they engage the firm for follow‑up services.

To learn more about the advisors currently working at Gilbert & Cook, Inc., 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.