A complete list of active advisors currently associated with Revolution Partners, LLC

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

Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $115 million in regulatory assets for about 76 clients and delivers both discretionary and non‑discretionary portfolio management alongside standalone planning engagements. The firm follows a goals-based, diversification-oriented approach that allocates client assets among independent managers, mutual funds, ETFs, individual securities and model portfolios overseen by an investment committee, with ongoing monitoring and periodic reviews. Revolution Partners also uses technology to aggregate held‑away accounts (including employer plans, 529s and variable annuities) to inform household-level allocation decisions and typically seeks discretionary authority to implement portfolio changes. Statistically uncommon for a team firm of its size, Revolution Partners is affiliated with other advisers: it co-owns and serves as the managing member of an affiliated investment adviser organized to provide services to the clients of a public accounting firm and provides administrative and back‑office support to that affiliate. The firm also sponsors and manages a wrap fee program and maintains a meaningful ERISA 3(38) retirement practice and a notable amount of aggregated “held‑away” assets, combining institutional retirement services with household aggregation in a way that distinguishes it from many peers.

To learn more about the advisors currently working at Revolution Partners, 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.