A complete list of active advisors currently associated with Russell Wealth Advisors

Warmer can help you find a great advisor at Russell Wealth Advisors or one who fits your needs even better.

Russell Wealth Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and business entities, offering discretionary asset management alongside standalone financial planning and one‑time or as‑needed consulting engagements. The firm reports roughly $105.6 million in discretionary assets under management across about 121 client relationships and provides ongoing portfolio supervision as well as written financial plans. Portfolios are tailored to each client’s situation and may include strategic and tactical asset allocation with periodic rebalancing; the firm uses a mix of fundamental, technical (including charting) and cyclical analysis and reviews managed accounts at least quarterly. Russell Wealth Advisors also accommodates special situations (for example, low‑basis stock, stock options, legacy holdings and unique tax considerations) and notes it may modestly increase cash positions based on market conditions; financial planning engagements generally produce written recommendations but do not include implementation or ongoing monitoring unless a separate agreement is executed. Notable operational features include that the firm’s investment adviser representatives are also registered representatives of LPL Financial and several hold insurance licenses, and the firm directs implementation through broker/dealers determined by the firm (LPL is used when representatives act in their broker‑dealer capacity), a structure that can give rise to potential conflicts of interest. The firm does not take custody of client funds, does not vote client proxies on behalf of clients, and offers access to a broad menu of instruments—including options, structured products and variable products—beyond the mutual funds and ETFs commonly used by many peers.

To learn more about the advisors currently working at Russell Wealth Advisors, 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.