A complete list of active advisors currently associated with Knight Financial Investments

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

Knight Financial Investments, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, with a primary focus on equity investments. As of June 25, 2026 the firm reported $10,648,000 in discretionary assets under management and conducts ongoing monitoring and rebalancing of client portfolios. The firm requires discretionary authority to implement tailored strategies based on each client’s investment goals, time horizon, and risk tolerance, and relies on fundamental analysis and long‑term purchase strategies as part of its approach. Its brochure notes that tax efficiency is not the primary consideration in portfolio construction and encourages clients to consult tax professionals, particularly when considering IRA rollovers. Knight Financial Investments is affiliated with an accounting practice, Jared B. Knight, CPA, and discloses recommending that affiliate for accounting services, which the firm identifies as a potential conflict of interest. On the operational side, the firm uses Interactive Brokers as its recommended custodian, does not combine multiple client orders for the same securities (no block trading), and does not vote proxies on clients’ behalf, leaving proxy voting to clients.

To learn more about the advisors currently working at Knight Financial Investments, 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.