A complete list of active advisors currently associated with Silo Financial LLC

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

Silo Financial provides online, algorithm-driven portfolio management services to individual investors, including offerings for joint and trust accounts. The firm operates a self-directed, internet-based platform where clients can access suitability scores and execute trades among NASDAQ/NYSE equities, ETFs, and fixed income instruments. Investment guidance is delivered through automated suitability scores (1–100) that the platform assigns to available securities based on client inputs such as risk tolerance, income, and investment horizon. Clients retain final decision-making authority on purchases; Silo does not exercise discretionary trading and does not perform ongoing, individualized account reviews for its robo-advisory accounts. Distinctive features include an unusually large client base per advisor (the brochure reports 1,861 clients supported by two advisors) and a business model that does not rely on traditional percentage-of-assets-under-management advisory fees for its robo service. The firm also uses promotional programs and third‑party marketing arrangements — including paid affiliates and referral incentives, new‑member bonuses, and occasional commission‑covering promotions — which the brochure discloses as potential conflicts for prospective clients to consider.

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