A complete list of active advisors currently associated with Grey Rhodes Advisors, LLC

Warmer can help you find a great advisor at Grey Rhodes Advisors, LLC or one who fits your needs even better.

Grey Rhodes Advisors provides investment advice and portfolio management to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans, offering both discretionary and non‑discretionary portfolio services along with pension consulting and incidental financial planning. The firm operates with a small advisory team and reports approximately $43.6 million in primarily non‑discretionary client assets across about 43 client relationships. The firm's investment approach emphasizes long‑term returns driven by independent research and fundamental analysis, with technical factors used occasionally to inform trade implementation; it may, on a limited basis, employ short sales, options, and margin to manage risk or enhance returns. Grey Rhodes also provides plan‑level services for retirement plans, including investment policy development, QDIA selection, monitoring of designated investment alternatives, and participant education. Noteworthy distinctions include the firm’s role as sponsor/affiliate of the Grey Value Opportunity Fund (a private pooled investment vehicle) and related entities that act as the fund’s investment manager and general partner, arrangements under which the adviser can receive profit‑based compensation from the fund. The firm is also affiliated with an accounting/forensic services entity that may refer clients, and its asset composition—vastly more non‑discretionary than discretionary AUM—is atypical compared with many peers.

To learn more about the advisors currently working at Grey Rhodes Advisors, 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.