A complete list of active advisors currently associated with Murphy Investment Advisors, Inc.

Warmer can help you find a great advisor at Murphy Investment Advisors, Inc. or one who fits your needs even better.

Murphy Investment Advisors Inc. is an independent investment advisory firm that provides discretionary asset management primarily to high-net-worth individuals, overseeing about $92 million for roughly 34 clients. The firm builds individualized portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, and delivers ongoing account supervision with quarterly reporting from custodians. The firm’s investment approach is grounded in fundamental analysis and employs both long‑term and short‑term purchase strategies tailored to each client’s objectives, risk tolerance and time horizon, with portfolio rebalancing at least quarterly. Cash management practices are conservative—using money market funds, certificates of deposit and high‑grade short‑term instruments to maintain liquidity—and clients may grant the firm discretionary trading authority or request account constraints on a case‑by‑case basis. A distinctive feature is that the firm occasionally offers no‑fee educational seminars on money‑management topics, an offering that is uncommon among peers. The firm also documents formal proxy‑voting policies, maintains pre‑clearance and quarterly reporting for personal trading, and emphasizes compliance and recordkeeping practices alongside its custodial and brokerage recommendations.

To learn more about the advisors currently working at Murphy 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
David Murphy profile photo David Murphy
Pasadena, CA
24
Warmer team member

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