A complete list of active advisors currently associated with Next Level Private LLC

Warmer can help you find a great advisor at Next Level Private LLC or one who fits your needs even better.

Next Level Private provides discretionary investment management, financial planning, retirement plan advisory (including 3(21) plan services), and annuity consulting through a relationship with DPL. The firm serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans. Portfolios are customized and typically constructed from diversified mutual funds, ETFs, individual stocks and bonds, with a primarily long‑term orientation while permitting tactical trading, covered options and the use of managed account programs. The firm uses both fundamental and technical analysis, may access held‑away employer retirement accounts via third‑party platforms, and charges percentage‑of‑AUM advisory fees. Founded in 2021, Next Level Private operates with a 13‑advisor team and reports approximately $1.3 billion in total assets under management, a scale that is comparatively large for a recently formed RIA. The firm maintains an institutional relationship with Pershing that provides technology and marketing support, has a formal annuity consulting arrangement through DPL (under which advisors may receive advisory fees or insurance commissions), and donates a portion of net profits to 501(c)(3) charities.

To learn more about the advisors currently working at Next Level Private 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.