A complete list of active advisors currently associated with Najarian Financial LLC

Warmer can help you find a great advisor at Najarian Financial LLC or one who fits your needs even better.

Najarian Financial LLC provides non‑discretionary portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, corporations and employer retirement plans, including 401(k) plans. Services include preparation of client Investment Policy Statements, ongoing account monitoring and referrals to third‑party money managers. The firm combines fundamental, quantitative, charting and technical analysis and implements strategies that can include long‑ and short‑term trading, short sales and options transactions (including covered, uncovered and spread strategies). Because the adviser operates on a non‑discretionary basis, clients retain final trading authority and the firm documents recommendations, risk tolerances and monitoring in each client’s IPS. Notable for a solo independent adviser, a principal of the firm maintains an affiliated accounting practice, is active as a licensed insurance agent and has recommended private real‑estate offerings tied to an affiliated manager; these outside activities and commissionable insurance sales are disclosed and documented as potential conflicts of interest. The firm’s combination of substantial primarily non‑discretionary AUM, pension consulting to plan clients, and use of derivatives/options in separately managed accounts distinguishes it from many peers.

To learn more about the advisors currently working at Najarian Financial 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.