A complete list of active advisors currently associated with Johnson Bixby

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

Johnson Bixby provides discretionary asset management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates and business entities. As of December 31, 2025 the firm reported managing approximately $933.7 million and offers portfolio management across equities, fixed income, mutual funds, ETFs and other public securities while typically charging percentage‑of‑AUM fees and separate planning fees. The firm describes its advisory approach as fiduciary and client‑focused, using individualized planning, ongoing monitoring and periodic rebalancing to align portfolios with risk tolerance and time horizon. Investment methods include asset allocation (strategic, dynamic, tactical and core‑satellite), sector and qualitative analysis, duration constraints, and both long‑ and short‑term trading tactics; clients grant the firm discretionary trading authority for implementation. Johnson Bixby is notable among peers for two uncommon affiliations disclosed in the brochure: some representatives are licensed insurance agents and registered representatives who may receive commissions for insurance or securities sales, and the adviser is affiliated with a separate tax preparation and accounting business — relationships the firm discloses and says it will mitigate. The brochure also notes operational features clients should review, including the firm’s requirement to use a single qualified custodian (Schwab), inclusion of cash and cash equivalents in assets used for billing, and receipt of custodial support services.

To learn more about the advisors currently working at Johnson Bixby, 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.