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

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

Intellus Advisors provides financial planning, investment management, and investment consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates, charitable organizations, and business entities. Services are offered on both discretionary and non-discretionary bases and are commonly delivered through a combined wealth management engagement or as stand‑alone planning or retirement-plan consulting. The firm implements tailored asset‑allocation strategies using stocks, bonds, mutual funds, ETFs and cash, and—where appropriate—may allocate to options, private equity, venture capital, real estate investments or other alternatives. Intellus may engage Independent Managers and model portfolios for portions of client assets, conducts ongoing due diligence and annual account reviews, and acts as a fiduciary with respect to retirement accounts and plan services. Compared with many peers, Intellus sponsors a wrap fee program that bundles advisory and brokerage services and maintains an affiliated insurance agency, Intellus Insurance Solutions, which can offer primarily life insurance products and receive commissions—a relationship the brochure discloses as a potential conflict of interest. The firm also offers a specialized private placement/alternative investment management service through its custodian relationship with Raymond James and manages over $1.3 billion in client assets with a nine-advisor team, enabling access to both third‑party managers and private offerings.

To learn more about the advisors currently working at Intellus 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.