A complete list of active advisors currently associated with Granite Wealth Advisors

Warmer can help you find a great advisor at Granite Wealth Advisors or one who fits your needs even better.

Granite Wealth Advisors serves individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations, and pension or profit-sharing plans, typically requiring a $500,000 account minimum. The firm provides both discretionary and non-discretionary investment management, financial planning, and the selection and oversight of third‑party sub‑advisers, implementing portfolios using mutual funds, ETFs, stocks, and bonds. The firm’s investment process emphasizes strategic, risk‑based asset allocation implemented primarily with mutual funds and ETFs, periodic rebalancing, and a long‑term orientation rather than market timing. It manages accounts on a discretionary basis (reporting roughly $42.5 million in regulatory AUM as of December 31, 2025) and conducts due diligence when retaining independent third‑party advisers, retaining the ability to hire or terminate those sub‑advisers. Compared with many peers, the firm operates with a relatively small client base (about 36 clients) and concentrated AUM, which suggests more individualized account oversight. The brochure also discloses a past disciplinary matter — the firm’s principal experienced a temporary FINRA suspension in 2014 related to a departure from a former employer — and notes the firm provides facilitation for estate‑planning documents through an unaffiliated online service (Wealth.com).

To learn more about the advisors currently working at Granite Wealth Advisors, 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.