A complete list of active advisors currently associated with Nine30 Advisors LLC

Warmer can help you find a great advisor at Nine30 Advisors LLC or one who fits your needs even better.

NINE30 Advisors provides discretionary, web-based portfolio management to individual retail clients through a mobile and web application. The firm delivers investment recommendations and implements trades exclusively via its Mobile App rather than through in‑person meetings, phone calls, or live chat. The firm relies on proprietary algorithms that tailor portfolios from client‑submitted questionnaires (the Client Profile) and allocates across U.S. equities, ADRs, ETNs and ETFs, with ongoing active management and rebalancing driven by weight drift and model updates. NINE30 also offers concentrated equity momentum strategies for larger accounts, allows clients to accept or override algorithmic recommendations, and does not employ leverage or short positions. Notable distinctions in the brochure include its internet‑only operating model and the firm’s disclosure that it compensates clients and third parties for testimonials and endorsements. NINE30 routes custody and execution through Alpaca, uses Plaid to facilitate deposits and withdrawals, and pairs automated portfolio decisions with periodic compliance reviews by its Chief Compliance Officer.

To learn more about the advisors currently working at Nine30 Advisors 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.