A complete list of active advisors currently associated with Silver Advisors, LLC

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

Silver Advisors provides investment management, financial planning, and real estate consulting to a mixed client base that includes individuals, high‑net‑worth clients, trusts and estates, retirement plans, non‑profits, and corporate or business entities. The firm offers both portfolio management and advisory consulting services tailored to client needs, including specialized consulting for real estate management companies. The firm’s investment approach is grounded in fundamental analysis and active portfolio construction, with a focus that can include micro‑ and small‑capitalization equities, selective short positions, and option strategies used to enhance yield and manage exposure; cash management and position sizing are integral to its risk framework. While Silver can manage discretionary accounts, a substantial portion of assets are advised on a non‑discretionary basis, meaning many clients retain final trading authority. Noteworthy aspects relative to peers include the firm’s willingness to enter into performance‑based or incentive fee arrangements for qualified clients, a practice that is uncommon among independent solo advisor firms, and its provision of business and real estate consulting in addition to individual wealth services. The combination of a small, concentrated client base, a high proportion of non‑discretionary assets, and active use of options and shorting alongside advisory consulting for corporate clients distinguishes its service mix from typical independent advisors.

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