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

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

The Capital Group provides financial planning and personalized investment management, and also assists clients in selecting third‑party advisers. Its client base includes individuals as well as trusts, charitable organizations, corporations, and pension and profit‑sharing plans, and many accounts are managed on a discretionary basis. The firm builds customized portfolios using fundamental analysis, mutual funds, ETFs, and both long‑ and short‑term trading where appropriate, and it commonly implements model allocations and sub‑advisers through SEI‑sponsored programs (including MAP, GoalLink/IMAP and SEI Asset Allocation). Reporting and custody are handled through a qualified custodian, and the firm bills advisory fees on an asset‑based basis with quarterly reporting to clients. Noteworthy aspects for a single‑advisor independent firm include a high client load — well over 200 clients for the sole adviser — and an affiliation with an insurance agency and a broker‑dealer that leads to commission‑based insurance sales and securities recommendations in addition to advisory fees. A firm principal also devotes material time (approximately 60 hours per month) to registered‑representative activities, and the firm’s work with corporate and pension/profit‑sharing clients and use of integrated managed account structures are less common among peers.

To learn more about the advisors currently working at The Capital 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.