A complete list of active advisors currently associated with Sierra Ocean, LLC

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

Sierra Ocean provides investment management and financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses, non‑profits and retirement plans, offering both discretionary and non‑discretionary advisory arrangements. The firm reports managing roughly $545 million in client assets and primarily charges percentage‑of‑assets fees. The firm builds client portfolios through tailored asset allocation and ongoing monitoring, using individual equities, fixed income, mutual funds, ETFs, interval funds and private investment funds, with quarterly reporting and periodic reviews. Sierra Ocean also offers held‑away account management via the Pontera platform for defined‑contribution participant accounts and documents its approach to borrowing options such as margin and pledged‑asset loans for specific short‑term client needs while cautioning against borrowing for investment purposes. Noteworthy relative to many peers, Sierra Ocean operates with a modest advisor team supporting a substantial asset base, resulting in a higher AUM‑per‑advisor footprint and operational focus on managing large held‑away and non‑discretionary portfolios. The firm also discloses use of less‑common practices — explicit borrower arrangements in client accounts, use of DFA funds that involve adviser approval, and formal policies governing AI tools and cybersecurity — and outlines constraints and disclosures intended to manage the associated risks.

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