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

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

Classified as an investment manager that typically handles pooled or institutional assets, the firm provides portfolio management and financial planning services, offering both discretionary and non‑discretionary management and preparing individualized investment policy statements. The firm’s ADV lists individuals, high‑net‑worth clients and small businesses among its client types, and it reported no assets under management as of the brochure date. The firm’s investment process relies on quantitative analysis and modern portfolio theory, using model portfolios and a mix of long‑ and short‑term trading to align holdings with clients’ risk tolerances and time horizons. It tailors advice through client interviews, ongoing monitoring, and the evaluation and recommendation of outside managers when appropriate. Notable differences from many peers include a documented practice of offering educational workshops or seminars and an hourly fee option for planning and advisory work—features that are uncommon for firms in this category. The firm’s principal also maintains a university lecturing role and a separate consulting business, and the ADV discloses that the firm currently does not aggregate client trades and reported no client AUM, which may affect execution and operational scale compared with larger managers.

To learn more about the advisors currently working at Potter 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.