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.