A complete list of active advisors currently associated with Harrell Investment Partners, LLC

Warmer can help you find a great advisor at Harrell Investment Partners, LLC or one who fits your needs even better.

Harrell Investment Partners provides investment advisory and ongoing financial planning services to individuals, high‑net‑worth clients and charitable organizations, offering both discretionary and non‑discretionary portfolio management. The firm also handles retirement‑account rollovers and may use third‑party separate account managers through an institutional wrap platform to implement client strategies. The firm follows a structured four‑step client process — Discover, Design, Implement, Manage — and combines fundamental, technical, cyclical, charting and quantitative analysis to build customized portfolios with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or cash needs. HIP monitors accounts on a continuous basis, conducts formal reviews at least annually, and may recommend or select managers based on factors such as style, performance and reporting within its Raymond James platform relationship. Compared with many team firms, HIP highlights an institutional relationship with its recommended custodian that provides software, trading desk access, block‑trading capabilities and other economic benefits, and the firm advertises third‑party ratings — a feature that is relatively uncommon among peers. The firm’s disclosures also emphasize operational and compliance strengths, including a chief compliance officer who serves as a FINRA arbitrator and multiple senior team members with lengthy prior experience at a major broker‑dealer.

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