A complete list of active advisors currently associated with Resonant Capital Advisors, LLC

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

Resonant Capital Advisors is an SEC‑registered multi‑advisor firm that provides financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, and institutional and business consulting to individuals, families, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporate clients. The firm also advises on variable life and annuity contracts and presents private placements and alternative investment opportunities to eligible clients under written agreements. The firm customizes portfolios using a five‑part framework that incorporates client risk tolerance, time horizon, financial planning outputs, asset‑allocation modeling and strategy/security selection, and typically blends active, passive and factor‑based approaches alongside mutual funds, ETFs and Independent Managers. Resonant emphasizes quantitative and qualitative manager due diligence, ongoing monitoring of Independent Managers and alternative sponsors, forward‑looking capital markets assumptions in planning, and selective tax‑management techniques where appropriate. Resonant’s brochure discloses several features that distinguish it from many peers: it is affiliated with a separate tax and accounting firm (QBCo Advisory LLC) that employs CPAs and may receive client referrals, a relationship governed by disclosed policies to address conflicts of interest. The firm also records engagements with fund sponsors and family‑owned investment entities (including client GPs and real‑estate sponsors) and involvement with insurance‑related products and certain insurance company clients, all of which the firm says are subject to its documented due diligence, oversight and disclosure processes.

To learn more about the advisors currently working at Resonant Capital 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.