A complete list of active advisors currently associated with The Advisors Group

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

The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm also offers related services such as financial planning consultations, tax preparation through an affiliated practitioner, and advice on 529 college savings accounts. Investment advice is delivered through a client-specific process that uses a suitability profile, a Riskalyze-based risk assessment, and a written investment policy statement; the firm implements plans primarily via discretionary portfolios invested in ETFs, mutual funds, individual equities and fixed income. Portfolios are managed with a strategic allocation approach that blends passive and active funds, with ongoing monitoring, periodic rebalancing, and trade execution routed through an institutional Schwab custody platform. Noteworthy distinctions include that the firm historically sponsored a wrap-fee program but discontinued that offering in 2026, and that firm personnel hold insurance producer licenses despite a current decision not to engage in insurance sales. The small advisory team oversees more than $140 million in client assets, provides Certified Divorce Financial Analyst consultations to existing advisory clients at no additional charge, and offers tax-preparation services with customary client discounts—features that are less common among supported peers.

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