A complete list of active advisors currently associated with Ratner & Associates LLC

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

Ratner & Associates LLC is an independent, single-advisor registered investment adviser that intends to provide portfolio management services to high-net-worth individuals, preparing individualized Investment Policy Statements and performing ongoing account monitoring; the firm states an account minimum of $1,000,000 (which may be waived) but reported no assets under management and no clients as of June 2026. Formed in 2020 and registered in 2022, the firm emphasizes tailored planning and periodic client reviews. The firm’s investment approach combines charting and fundamental analysis and employs long-term and short-term trading as well as margin transactions, with documented risk tolerances and at least monthly account reviews. Its stated investable universe generally includes mutual funds, fixed income, equities, ETFs, commodities and real estate funds (including REITs), and it allows clients to impose investment restrictions consistent with their values. Compared with many solo independent advisers, the brochure discloses an outside business activity as a real estate investor and property manager consuming roughly twenty hours per week, while also including real estate funds/REITs in its recommended investments—an operational combination that is relatively uncommon among peers. The firm further discloses that it does not accept third‑party compensation for the sale of investment products and does not participate in wrap programs or select third‑party managers.

To learn more about the advisors currently working at Ratner & Associates 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.

Name	Location	Years of experience
William Ratner	Newport Coast, CA	16

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