A complete list of active advisors currently associated with Hennion & Walsh Asset Management, Inc.

Warmer can help you find a great advisor at Hennion & Walsh Asset Management, Inc. or one who fits your needs even better.

Hennion & Walsh Asset Management, Inc. provides discretionary and non‑discretionary investment management and consulting to individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations and retirement plans, managing roughly $768.8 million for about 1,087 clients through a team of 73 advisors. Its service menu includes multiple program structures — a wrap fee Portfolio Management Program (PMP), a Personalized UMA program, an Asset Advisor program — and supervisory services to affiliated unit investment trusts. The firm combines fundamental and technical analysis and employs long‑term, short‑term and trading strategies across equities, fixed income, mutual funds, ETFs, options and UITs, and may allocate assets to unaffiliated sub‑advisors within its UMA program. For its wrap and managed‑account programs clients generally custody assets at Wells Fargo Clearing Services (WFCS), receive quarterly statements and periodic reviews, and may participate in model allocations or select individual managers under the firm’s oversight. Notable distinctions include an affiliation with a FINRA‑member broker‑dealer, Hennion & Walsh, Inc., and the ability for certain representatives to implement recommendations on a commission basis or to act as licensed insurance agents — a practice the brochure discloses as a potential conflict of interest. The firm also serves as portfolio supervisor to SmartTrust® unit investment trusts (total net asset value noted in the brochure) and primarily offers asset‑based and wrap fee arrangements rather than fixed, flat‑fee engagements.

To learn more about the advisors currently working at Hennion & Walsh Asset Management, Inc., 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.