A complete list of active advisors currently associated with Oak Lane Advisors

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

Oak Lane Advisors (Wealth Navigation, LLC) manages approximately $446 million for individuals (including high‑net‑worth clients), trusts, estates, corporations and nonprofit entities, operating with an eight‑advisor team and serving roughly 898 clients. The firm offers discretionary asset management, comprehensive financial and wealth planning, separately managed accounts, and access to alternative investments. Oak Lane typically implements diversified, asset‑allocation portfolios using mutual funds, ETFs and individual securities, monitors and rebalances portfolios on a discretionary basis, and may recommend third‑party money managers for specific active strategies. For qualified or accredited clients the firm also offers non‑public alternatives and private equity opportunities and may incorporate sponsor‑sourced real estate investments into tailored plans. Noteworthy features include the firm’s role as a fund sponsor/syndicator through 317 Capital, a real‑estate development vehicle in which related ownership interests exist and which has been used for allocations of client capital and participation in carried‑profit arrangements. The firm also maintains an affiliated insurance group whose representatives may receive commissions (some associated persons devote substantial time to those activities), and discloses arbitration claims involving the firm and several advisors in 2023–2025 that were dismissed with prejudice, with policies in place to manage related conflicts.

To learn more about the advisors currently working at Oak Lane Advisors, 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.

You can also browse Oak Lane Advisors's office locations.