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.
Name |
Location |
Years of experience |
|---|---|---|
Oakton, VA
| 23
| |
Oakton, VA
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)