A complete list of active advisors currently associated with GLR Partners

Warmer can help you find a great advisor at GLR Partners or one who fits your needs even better.

GLR Partners provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals (including high net worth clients) and entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm reports $260.7 million in discretionary AUM, serves roughly 170 clients through three advisors, and typically charges percentage‑of‑AUM fees while delivering portfolio management and financial planning services. The firm’s investment process begins with a client‑specific analysis of financial condition, goals and risk tolerance and primarily relies on fundamental research to build long‑term portfolios, while permitting shorter‑term trading when appropriate. GLR Partners may use a wide range of instruments — equities, mutual funds, ETFs, fixed income (including municipal securities), REITs, private funds/alternative investments and structured notes — and it may recommend or monitor assets managed by unaffiliated external managers. Compared with many peers, GLR Partners presents more extensive performance‑oriented materials: its disclosures and marketing materials include performance results, hypothetical performance presentations and references to third‑party ratings alongside a detailed fee schedule and risk disclosures. The brochure also makes explicit several operational and conflict‑of‑interest items that clients should note, such as advisor activities as registered representatives and insurance agents and the firm’s use of custodial reporting and external manager arrangements.

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