A complete list of active advisors currently associated with MyCIO WEALTH PARTNERS, LLC
Warmer can help you find a great advisor at MyCIO WEALTH PARTNERS, LLC or one who fits your needs even better.
MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and personal and institutional Chief Investment Officer (CIO) services. Portfolios are implemented across mutual funds, exchange‑traded funds, private investment funds, non‑traded REITs, sub‑advisors and independent managers, and the firm may recommend alternative investments including hedge funds and private equity. MyCIO operates predominantly on a non‑discretionary basis — reporting roughly $693.6 million in discretionary assets versus about $15.09 billion in non‑discretionary assets — and focuses on recommending and monitoring allocations rather than exercising unilateral trade authority for most client assets. Distinctive features include the firm’s role in sponsoring and advising multiple affiliated private pooled vehicles (for example, REF Partners, RUS Partners, BRP II, RSPAC Partners and RSDF Partners) and a related entity, myCIO Hedge Fund Advisors, LLC, that is registered as a commodity pool operator with the CFTC/NFA as general partner to those funds. The firm also operates with an ownership stake held by AMG while maintaining operational autonomy, and its client base is concentrated toward high‑net‑worth investors (the brochure indicates a typical $1,000,000 investible asset threshold), rather than retail non‑HNW individual accounts.
To learn more about the advisors currently working at MyCIO WEALTH PARTNERS, 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 MyCIO WEALTH PARTNERS, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)