A complete list of active advisors currently associated with The Knowles Company, LLC

Warmer can help you find a great advisor at The Knowles Company, LLC or one who fits your needs even better.

The Knowles Company is a fee-only, state-registered investment adviser that works with individuals, families, trusts, estates, small businesses and retirement plans. As of July 2026 the firm reports approximately $58.1 million in regulatory assets under management and offers comprehensive financial planning, ongoing investment management, and discrete strategic financial projects. The firm builds written Investment Policy Statements and provides quarterly monitoring, rebalancing, tax-loss harvesting, and client reporting, while primarily managing portfolios on a non-discretionary basis so that trade executions generally require client approval. Portfolios are implemented mainly with low-cost mutual funds and ETFs but may include individual equities, fixed income, options, municipal bonds and legacy holdings, and the firm coordinates implementation with clients’ third-party professionals. Compared with many peers, the firm’s structure is notable for its small advisor team and limited client roster—recently transitioning from a single-owner practice to a two-advisor firm—alongside a predominantly non-discretionary AUM model, a combination that supports high-touch, consultative engagements. The firm also emphasizes planning for complex executive compensation (RSUs, stock options, ESPPs), inheritance and liquidity events, and project-based consulting for business succession and plan design, while not selling commission products or accepting third-party referral fees.

To learn more about the advisors currently working at The Knowles Company, LLC, 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.