A complete list of active advisors currently associated with N.E.W. Advisory Services, LLC

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

N.E.W. Advisory Services serves individuals (both high‑net‑worth and non‑HNW), trusts, estates, foundations and company retirement plans, offering asset management, modular financial planning and 401(k)/retirement plan consulting. The firm provides both discretionary and non‑discretionary portfolio management as well as standalone planning engagements. The firm implements its investment work through a set of model portfolios made up largely of mutual funds and ETFs, while also permitting allocations to individual stocks, bonds and options when appropriate. N.E.W. Advisory Services describes a long‑term investment orientation informed by fundamental, technical and economic analysis, and provides ERISA‑focused consulting and participant education for retirement plans. N.E.W. Advisory Services is notable for practices that differ from many peers: its advisory representatives are dually registered and may implement recommendations on a commission basis through an affiliated broker‑dealer, and the brochure discloses that certain representatives derive more than half of their revenue from commissions. The firm also manages a relatively large client base for its advisor count (roughly 4,842 clients and 14 advisors), uses third‑party platforms for trading, billing and custody, and a firm principal conducts estate‑planning work as an outside professional activity.

To learn more about the advisors currently working at N.E.W. 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.