A complete list of active advisors currently associated with L. Roy Papp & Associates, LLP
Warmer can help you find a great advisor at L. Roy Papp & Associates, LLP or one who fits your needs even better.
L. Roy Papp & Associates provides investment management to individual clients (including high‑net‑worth individuals), associated trusts and estates, pension and profit sharing plans, and other legal entities, managing both discretionary and nondiscretionary accounts across roughly $1.62 billion in assets. The firm also accepts investment company clients and acts as investment adviser to a registered mutual fund. LRP follows a fundamentally driven, growth‑oriented investment approach carried out by an in‑house research team that reviews issuers, mutual funds and ETFs and generally holds securities for the long term while allowing shorter‑term trades for liquidity or tactical reasons. Portfolios are tailored to client objectives, risk tolerances and constraints, and the firm waives its separate‑account management fees for client assets invested in the mutual fund it advises. Notably, LRP’s role as adviser to a registered mutual fund and its willingness to manage investment company clients are uncommon among similarly sized team firms, while the firm does not offer standalone financial planning services and focuses on discretionary portfolio management. Founded in 1978 and operating with a multi‑advisor team, the firm maintains a generally negotiable account minimum (typically $2 million) and emphasizes institutional research and portfolio construction rather than wrap‑fee programs or broad planning offerings.
To learn more about the advisors currently working at L. Roy Papp & Associates, LLP, 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.
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