A complete list of active advisors currently associated with Herrington Wealth Management Corporation

Warmer can help you find a great advisor at Herrington Wealth Management Corporation or one who fits your needs even better.

Herrington Wealth Management Corporation serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, estates, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, employer retirement‑plan advisory services (including selection and monitoring of plan investment options), and may recommend third‑party money managers. Accounts are managed with ongoing supervision and an investment process that uses fundamental analysis and modern portfolio theory, generally employing a long‑term strategy. The firm combines household accounts for fee breakpoints, maintains a $500,000 household minimum and a $5,000 minimum annual advisory fee, and provides a separate fee schedule for nonprofit organizations. With approximately $40.9 million in assets under management for about 36 clients, the firm operates on a relatively small, concentrated client base and also offers employer plan services that can include acting as a 3(21) fiduciary. Advisors at the firm are also registered representatives and licensed insurance agents (a disclosed potential conflict), the firm has fee‑sharing arrangements with third‑party managers including SEI/SIMC, and it does not vote client proxies (clients retain proxy‑voting responsibility).

To learn more about the advisors currently working at Herrington Wealth Management Corporation, 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.