A complete list of active advisors currently associated with Investable

Warmer can help you find a great advisor at Investable or one who fits your needs even better.

Investable provides automated portfolio management to individual clients, primarily serving employees who access the platform through employer subscription‑as‑a‑service agreements or by signing up directly. As of April 30, 2026 the firm reported roughly $490,100 in assets under management and about 80 individual clients, and it focuses on retail investors rather than high‑net‑worth clients. The firm operates a payroll‑linked investing application that directs contributions into an Alpaca brokerage account and implements precurated model portfolios composed of passive index ETFs and selected actively managed ETFs, with a recommended portfolio chosen during onboarding based on risk tolerance and time horizon. Investable maintains discretionary authority to monitor, rebalance, and update those model portfolios and uses institutional research tools and ongoing due diligence to evaluate fund selections. Compared with peers, Investable is distinctive for its employer‑SaaS distribution and instantaneous payroll onboarding that automates contributions, delivered by a solo advisory operator supporting a modest client base. Its marketing and website present performance‑related materials—including hypothetical performance and performance results—and display endorsements, testimonials, and third‑party ratings, features that are uncommon among similar supported firms.

To learn more about the advisors currently working at Investable, 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.

Name	Location	Years of experience
Andrew Le	Dayton, OH	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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