A complete list of active advisors currently associated with High Probability Advisors, LLC

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

High Probability Advisors (HPA) serves individual and high‑net‑worth clients, as well as trusts, estates, corporations and retirement plans, offering portfolio management, financial planning and retirement‑plan advisory services (including serving as a 3(38) manager and advisor to pooled employer plans). The firm reports approximately $1.046 billion in assets under management across about 344 client relationships and is staffed by an eight‑person advisory team. HPA develops individualized portfolio allocations through client interviews and may manage accounts on either a discretionary or non‑discretionary basis, using ETFs, mutual funds, individual equity and fixed‑income securities, REITs and cash vehicles. The firm describes use of quantitative, fundamental and technical analysis, conducts at least monthly monitoring, and provides customized quarterly reports that show portfolio positions and performance versus relevant benchmarks. Compared with many team firms, HPA’s ADV indicates it presents performance information in its materials — including performance results and hypothetical performance examples — and also references third‑party ratings, which the firm discloses in its regulatory materials. The brochure also notes a minority ownership and referral relationship with accounting firm Bonadio & Co., LLP (which HPA may recommend to clients) and describes custody practices that include standing letters of authorization, both of which are operational features investors may wish to consider.

To learn more about the advisors currently working at High Probability 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.