A complete list of active advisors currently associated with Sierra Asset Management

Warmer can help you find a great advisor at Sierra Asset Management or one who fits your needs even better.

Sierra Asset Management is an SEC-registered investment adviser that began conducting business in 1999 and provides portfolio management (discretionary and non-discretionary), financial planning, and consulting to a mix of clients including individual investors (both high-net-worth and non-HNW), pension and profit-sharing plans, charities, corporations, and trusts. The firm also publishes a quarterly newsletter and offers focused consulting on topics such as retirement, estate planning, and tax and cash-flow analysis. The firm uses a mix of fundamental, technical, and qualitative analysis with an asset-allocation emphasis and a preference for longer-term purchases, and it reviews managed accounts at least quarterly. Sierra manages the vast majority of client assets on a discretionary basis and may leverage a third-party order-management platform (Pontera) to implement tax-efficient asset location and opportunistic rebalancing for held-away retirement accounts. What is distinctive about the firm is that it operates as a solo practitioner managing roughly $462 million across about 849 client accounts, a combination of AUM and client load that is atypical for supported firms. The firm also integrates third-party technology for held-away accounts and maintains custody relationships through Schwab Institutional while offering access to a broad range of securities, including interests in real estate and oil and gas partnerships.

To learn more about the advisors currently working at Sierra Asset Management, 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.