A complete list of active advisors currently associated with Lighthouse Investment Advisors, Inc.
Warmer can help you find a great advisor at Lighthouse Investment Advisors, Inc. or one who fits your needs even better.
Lighthouse Investment Advisors, Inc. provides fee-based asset management and related financial planning to individuals and to qualified retirement plans, including 401(k), 403(b), pension, profit-sharing, cash balance and deferred compensation plans. The firm also offers educational seminars and workshops at no charge and includes financial planning as part of its asset management services. The firm operates primarily on a non-discretionary basis—Lighthouse determines recommended securities and amounts but obtains prior client approval before executing transactions—and documents client objectives through investment policy statements, risk-tolerance assessments, and periodic (typically quarterly) account reviews. Its investment analysis draws on fundamental, technical, and cyclical methods, and it supports ERISA plan sponsors with limited-scope 3(21) fiduciary services such as IPS development, monitoring of plan options, and participant education. Noteworthy features compared with many peers include a substantial concentration of non-discretionary assets (the brochure reports $32,893,545 in non-discretionary AUM as of August 10, 2026), an affiliated insurance business (Lighthouse Financial, Inc.) whose owners spend roughly 30% and 60% of their time on insurance activities and may offer insurance products to clients, and explicit pension consulting under ERISA 3(21) arrangements. The firm also refers clients to third-party money managers (including a formal relationship with Gradient Investments, LLC) and discloses that it receives a portion of third-party management fees, a potential conflict the firm says it manages through disclosure and fiduciary procedures.
To learn more about the advisors currently working at Lighthouse Investment Advisors, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Canton, GA
| 10
|
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