A complete list of active advisors currently associated with Pilot Retirement Advisors

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

Pilot Retirement Advisors serves individual and high-net-worth clients through discretionary investment management, specializing in helping clients select institutional sub‑advisers and third‑party investment managers rather than providing traditional financial planning or wrap‑fee programs. The firm reports approximately $42.2 million in assets under management across 25 client relationships and operates with a two-advisor team. The firm’s process centers on due diligence and manager selection: it gathers client financial information, establishes customized investment guidelines, and recommends external managers who implement strategies described in their own disclosure documents. Portfolios are typically managed by those selected sub‑advisers under the firm’s account master or held at the external manager’s custodian, and the firm conducts periodic compliance and performance reviews rather than executing day‑to‑day trading itself. Compared with peers, Pilot is notably small and concentrated—few clients and a relatively high AUM per client—reflecting a manager‑of‑managers model with centralized discretionary authority for accounts. It relies on third‑party custody and back‑office providers for execution, reporting, and technology, does not produce its own performance reports, and does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Pilot Retirement 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.