A complete list of active advisors currently associated with Hanover Square Wealth Advisors LLC

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

Hanover Square Wealth Advisors LLC is an SEC-registered advisory firm that works with individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers discretionary and non‑discretionary investment management, comprehensive and limited‑scope financial planning delivered with CFP® involvement, wealth management, investment consulting, and business consulting. HSWA constructs either custom portfolios or model portfolios built from fundamental, quantitative, and technical analysis and modern portfolio theory, with internal strategies including dividend‑focused, quality growth, global brands, business disruptors, and a global balanced portfolio. It also provides access to third‑party managers across a wide range of asset classes — including private equity, hedge funds, managed futures, commodities, digital assets, and structured notes — and manages held‑away accounts through a third‑party platform to enable consolidated oversight without taking custody. Compared with many small, two‑advisor firms, HSWA combines a relatively broad institutional capability — offering retirement plan consulting and investment management as Section 3(21) and 3(38) ERISA fiduciaries for plan sponsors — with access to alternative investments and third‑party manager programs. The firm is recently launched (May 2025) yet manages approximately $101.6 million across about 95 clients and retains flexibility on account minimums and fee arrangements.

To learn more about the advisors currently working at Hanover Square Wealth 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.