A complete list of active advisors currently associated with Sutro Advisors

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

Sutro Advisors provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations or other businesses. The firm offers ongoing comprehensive financial planning through a monthly subscription model as well as project-based and hourly planning engagements. Sutro primarily implements passive investment management, building portfolios of index mutual funds and ETFs to achieve asset‑class exposures, while also using fundamental, technical, and cyclical analysis to inform portfolio construction and trading decisions. Accounts are managed on a discretionary basis, and custodian recommendations are based on service, execution, and platform capabilities. Compared with many independent advisers of similar scale, Sutro is notable for extending portfolio management to corporate/institutional clients and incorporating business‑planning and employee‑benefit optimization into its planning services. The firm reports approximately $48.5 million in discretionary assets under management across about 72 client relationships and discloses no related‑party arrangements or outside product compensation.

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