A complete list of active advisors currently associated with Springreef LLC
Warmer can help you find a great advisor at Springreef LLC or one who fits your needs even better.
SpringReef LLC works with high net worth families and large nonprofit organizations and generally requires prospective clients to meet its stated investable-asset threshold. The firm provides independent, consultancy-style services including comprehensive financial-advisor evaluations, searches for outside advisors, ongoing monitoring of advisor relationships, and client-specific project consulting. The firm does not manage client assets or provide discretionary portfolio management or ongoing investment selection; instead it evaluates, coordinates with, and monitors external advisors on behalf of clients. SpringReef’s due-diligence process scores advisors on a 50-point scale across six qualitative and quantitative dimensions, verifies licensing and regulatory history, and can deliver periodic written reviews when engaged for ongoing oversight. Unlike many peers that provide portfolio management and commonly charge percentage-of-AUM fees, SpringReef is compensated by clients through hourly or fixed-fee arrangements and does not accept payments from the advisors it evaluates. The firm is a small, founder-led boutique with a concentrated team of two registered advisors, uses a documented 40/50 minimum score threshold to qualify recommended advisors, and discloses and addresses the potential conflict that can arise when evaluating a client’s incumbent advisor.
To learn more about the advisors currently working at Springreef 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.
Name |
Location |
Years of experience |
|---|---|---|
Chatham, NJ
| 23
| |
Chatham, NJ
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)