A complete list of active advisors currently associated with Lake Road Advisors, LLC

Warmer can help you find a great advisor at Lake Road Advisors, LLC or one who fits your needs even better.

Lake Road Advisors serves individual clients, including high‑net‑worth households, and provides advisory services to plan sponsors; its offerings include portfolio management, comprehensive financial planning, and pension consulting. The firm implements investment programs primarily through third‑party Outside Managers and delivers written financial roadmaps as part of its planning engagements. The firm’s investment approach emphasizes passive, asset‑class‑based portfolios and the use of index funds and ETFs, while LRA conducts due diligence and ongoing monitoring of Outside Managers’ holdings, concentrations and compliance. For planning clients it provides ongoing access to a planner, quarterly check‑ins, and an annual comprehensive review to update goals and recommendations. Distinctive elements for a firm of this size include a two‑advisor team managing roughly $99 million for about 132 clients and an articulated pension consulting practice that assists plan sponsors and employee enrollment. The brochure also discloses the firm’s use of endorsements and client testimonials in its advertising—an uncommon practice among supported peers—and its participation with custodial platforms that provide non‑monetary support services to the adviser.

To learn more about the advisors currently working at Lake Road Advisors, LLC, 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.

You can also browse Lake Road Advisors, LLC's office locations.