A complete list of active advisors currently associated with Roth Financial Partners LLC

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

Roth Financial Partners provides discretionary investment advisory services and offers stand‑alone financial planning and consulting to individuals (including high‑net‑worth clients), business entities, trusts and estates; its regulatory filings also indicate it advises state and municipal government clients. Like many supported firms, it generally charges fees based on assets under management and focuses on portfolio management for individual clients. The firm builds customized portfolios that allocate among individual equities, fixed income, mutual funds and ETFs and provides ongoing monitoring and rebalancing, and it may recommend unaffiliated independent managers for portions of client assets. For implementation and custody it commonly uses Raymond James’ platform and accesses independent managers through the Raymond James Consulting Services (RJCS) wrap program, and it uses account aggregation tools and approved AI systems under a formal AI policy. Noteworthy aspects relative to peers include its use of the RJCS wrap program to access independent managers rather than sponsoring its own wrap program, and the fact that its regulatory filings show state and municipal government clients — both less common among supported firms. The firm also combines a compact advisory team managing several hundred million dollars in AUM with documented AI and cybersecurity controls, which are operational features that distinguish its profile among similar advisors.

To learn more about the advisors currently working at Roth Financial 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.