A complete list of active advisors currently associated with Pico Associates

Warmer can help you find a great advisor at Pico Associates or one who fits your needs even better.

Pico Associates works primarily with individual clients, including both non-high-net-worth and high-net-worth households, offering retirement income planning, portfolio management for individuals, and guidance on IRAs and employer-sponsored plans. The firm advises a small number of clients (about 21) with roughly $11 million in assets under management and tailors recommendations to each client’s stated goals and time horizon. Investment recommendations emphasize no-load mutual funds and ETFs within a diversified, asset-allocation framework, supported by a proprietary fund-evaluation process that reviews manager tenure, holdings concentration, expenses, turnover, and benchmark-relative performance. The adviser operates largely on a non-discretionary basis—requiring client approval prior to trades—conducts regular (at least quarterly) reviews, and is structured as a fee-only firm that uses percentage-of-AUM billing rather than commissions. Distinctive features compared with peers include the firm’s solo-practitioner structure and small, concentrated client roster combined with primarily non-discretionary relationships, a mix that is uncommon in this category. The firm reports no broker or product affiliations, accepts no soft-dollar benefits or outside commissions, does not advise private funds, does not take custody of client assets, and does not vote client proxies, which can affect how implementation and administrative details are handled.

To learn more about the advisors currently working at Pico Associates, 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.