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 serves individuals, high‑net‑worth clients, and corporate/business entities, offering ongoing portfolio management on a non‑discretionary basis, financial planning, and pension/profit‑sharing plan consulting. The firm prepares individualized Investment Policy Statements to guide implementation and reports account activity to clients on a regular basis. The firm employs a blend of charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory analysis and implements both long‑ and short‑term strategies. It also uses derivatives and options strategies — including short sales and spread positions — in client accounts and may recommend third‑party managers and private placement real‑estate funds as part of portfolio construction. Noteworthy distinctions include formal affiliations with an accounting practice and insurance brokerage activities, and an employment relationship with a private real‑estate loan originator; the firm discloses these relationships and documents associated conflicts when recommending related products. Its assets under management are almost entirely non‑discretionary (approximately $48 million per its ADV) and it actively provides pension consulting to retirement plans, features that are less common among solo independent advisers.

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.