A complete list of active advisors currently associated with IA Network, LLC

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

IA Network provides discretionary and non-discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, and also offers services to businesses, institutions, retirement plans, and plan participants. Services include tailored portfolio construction using mutual funds, ETFs and individual securities, plus retirement plan consulting and participant advisory services. The firm manages accounts using individualized goals, risk tolerance and rebalancing guidelines and makes use of SEI’s managed account platform to implement tax‑aware separate accounts and integration manager strategies. Its research toolkit combines fundamental, technical, cyclical and behavioral analysis, and advisors may execute trades through custodians and third‑party technology platforms on behalf of clients. IA Network is organized as a collective of smaller advisory practices to share scale and infrastructure, and it operates affiliated entities that provide consulting and insurance services to advisors. Some representatives are also registered with a broker‑dealer and licensed to sell insurance, and the brochure discloses receipt of travel or event support from product sponsors — arrangements the firm notes as potential conflicts that are reviewed by its compliance function.

To learn more about the advisors currently working at IA Network, 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.