A complete list of active advisors currently associated with Sun Valley Advisory

Warmer can help you find a great advisor at Sun Valley Advisory or one who fits your needs even better.

Sun Valley Advisory provides investment management and portfolio supervision for individuals, high‑net‑worth clients, and organizational entities such as trusts and businesses. The firm reports about $79.5 million in non‑discretionary assets under management, serves roughly 240 clients, and operates with a team of six registered advisers. The firm’s model is primarily client‑directed and non‑discretionary: clients select investment models or third‑party managers (including the AssetMark platform) and Sun Valley monitors performance and may hire or fire those managers on clients’ behalf, but the firm reports no discretionary AUM. Investment recommendations in the brochure focus on ETFs and individual equities and include retirement planning, risk‑management reviews, and the use of annuity products where appropriate. Compared with many team advisory firms, Sun Valley’s operational profile is distinctive for its near‑exclusive non‑discretionary structure and the absence of a separate, standalone financial planning offering in its disclosure materials. The firm also has an affiliated insurance agency and multiple advisers who hold insurance licenses, and it facilitates insurance products, Registered Index‑Linked Annuities, and a third‑party estate‑document platform—arrangements that the brochure discloses may involve separate commissions or fees.

To learn more about the advisors currently working at Sun Valley Advisory, 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.