A complete list of active advisors currently associated with Linden Thomas Advisory Services, LLC

Warmer can help you find a great advisor at Linden Thomas Advisory Services, LLC or one who fits your needs even better.

Linden Thomas Advisory Services, LLC manages roughly $1.77 billion and provides wealth management to individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm serves both discretionary and non-discretionary clients and implements investment programs through separately managed account platforms, its proprietary LTAS Managed Index Program, and passive index strategies using outside providers. LTAS’s investment approach is grounded in modern portfolio theory and emphasizes globally diversified allocations informed by fundamental security analysis, market trend, and economic cycle analysis. The firm also operates proprietary index-enhanced portfolios designed to outperform benchmarks and aims to tailor portfolios to individual tax and investment considerations while seeking to lower fees and transaction costs. Distinctive features include a relatively large client load—approximately 1,268 clients served by 12 advisors—resulting in a higher client-to-advisor ratio than many multi-team peers, and the firm’s historical use of hypothetical performance in marketing, which led to an SEC censure and fine in September 2023 for deficiencies in its marketing policies and procedures. LTAS is affiliated with an in-house broker-dealer, may share fees with third-party managers, and acts as a wrap program sponsor or manager in some instances, conflicts the firm discloses and seeks to manage through its code of ethics and supervisory processes.

To learn more about the advisors currently working at Linden Thomas Advisory Services, 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.