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

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

Operose Advisors provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), families, family offices, trusts, retirement plans, foundations and closely held businesses, and also offers financial planning and consulting. The firm’s advisory services include investment policy development, asset allocation, third‑party manager selection, portfolio construction and retirement plan oversight, and it offers access to private funds through the Operose Capital Funds. The firm typically allocates client assets among open‑end mutual funds, ETFs and alternative investments and will use separately managed account (SMA) managers for portions of portfolios, with the Adviser monitoring and, when needed, terminating or reallocating those managers. Alternative investments and private fund investments are generally treated as non‑discretionary and client commitments to pooled vehicles are subject to separate subscription agreements and Investment Committee review. Operose is notable among its peers for sponsoring and acting as general partner and adviser to the Operose Capital Funds, which invest primarily in interests in other alternative funds and may make direct and secondary investments, and for the related potential for performance‑based compensation to affiliates. The firm is also affiliated with Operose Tax Services, a tax and accounting subsidiary staffed by CPAs that provides tax preparation and consulting (and in some cases trustee services), and the brochure discloses operational features — such as tax refunds being deposited into client brokerage accounts and an investor checking capability — that give rise to custody considerations and annual surprise custody exams.

To learn more about the advisors currently working at Operose 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.