Scottsdale, AZ Office

Sun Valley Advisory provides investment management and portfolio management primarily to individual and high‑net‑worth clients, as well as trusts, estates, and business clients. The firm offers ongoing investment management, retirement planning, risk management reviews, and access to third‑party model strategies and TPMs through the AssetMark platform.

The firm’s advisory model is largely non‑discretionary: its Form ADV notes $0 in discretionary assets and $96,058,861.32 in non‑discretionary assets as of March 2026, with clients selecting investment solutions and TPMs that implement trades. Sun Valley typically recommends ETFs and individual equities, monitors third‑party manager performance, and retains the authority to hire or fire TPMs rather than routinely executing discretionary trading on client accounts.

Noteworthy aspects include an affiliated insurance agency and multiple adviser‑representatives who are separately licensed to sell insurance, the firm’s use of annuity products (including Registered Index‑Linked Annuities) within managed allocations, and the availability of an online estate‑planning platform with administrative support. The firm also discloses that it does not accept proxy‑voting responsibility and does not emphasize standalone comprehensive financial planning, even as it provides retirement and risk‑management guidance.