A complete list of active advisors currently associated with The Strategic Financial Alliance
Warmer can help you find a great advisor at The Strategic Financial Alliance or one who fits your needs even better.
The Strategic Financial Alliance serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. It offers portfolio management (including wrap and non‑wrap programs), third‑party manager selection and solicitation, financial planning and consulting, seminars, and a subscription advisory option. SFA implements customized strategies through its Strategic Choice programs, co‑advisory relationships and referrals to third‑party asset managers, employing asset allocation, model portfolios, mutual funds, ETFs, and select alternative and structured products. As of December 31, 2025, SFA reported roughly $382.0 million in advisory assets, of which about $26.95 million were managed on a discretionary basis and about $355.08 million were managed on a non‑discretionary basis, indicating a predominant non‑discretionary/co‑advisory orientation. A distinguishing feature is the firm’s dual registration: SFA is both an SEC‑registered investment adviser and a FINRA‑registered broker‑dealer, and many representatives also act as registered representatives and insurance agents. The firm discloses that it receives brokerage and distribution/solicitor compensation, estimates devoting a substantial portion of its time to broker‑dealer activities, and maintains affiliated entities and revenue‑sharing arrangements with third‑party managers, all of which are described in its disclosure materials.
To learn more about the advisors currently working at The Strategic Financial Alliance, 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.
You can also browse The Strategic Financial Alliance's office locations.
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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.
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