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

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

Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm typically manages client accounts under a limited power of attorney and uses AE Wealth Management’s technology platform to support account setup, reporting, and operational workflows. Ridgegate combines fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies, with portfolio decisions based on client objectives, risk tolerance, and time horizon. The firm may recommend alternative investments — including DSTs, private equity, real estate limited partnerships and other private offerings — but requires client approval for such investments and conducts documented due diligence before making recommendations. Distinctive features include affiliations with Ridgegate Tax (a tax and accounting firm) and Ridgegate Insurance, and representatives who are also registered representatives of Emerson Equity, creating potential commission and referral relationships that the firm discloses and addresses in its policies. The ADV also notes a recent material change reflecting updated assets under management, and Ridgegate requires custody at major custodians (Schwab/Fidelity) while leveraging AEWM’s systems for client service and reporting.

To learn more about the advisors currently working at Ridgegate 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.