A complete list of active advisors currently associated with The Yanker Group
Warmer can help you find a great advisor at The Yanker Group or one who fits your needs even better.
The Yanker Group provides fee-based discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, as well as corporate and retirement plan clients. Services described in the brochure include portfolio management, comprehensive financial planning, and hourly consulting addressing retirement, tax, estate and cash-flow planning. The firm uses custodial and program platforms offered through LPL Financial — including Strategic Wealth Management (SWM I/II), Optimum Market Portfolios, Model Wealth Portfolios and access to third‑party managers — and implements portfolios with mutual funds, ETFs, individual equities and fixed income, and alternative investments. Investment decisions are informed by fundamental, technical and cyclical analysis as well as Modern Portfolio Theory, with ongoing supervision, at least quarterly reviews, and the option for discretionary authority where clients permit. The Yanker Group is a small team managing roughly $296 million for about 472 clients, producing a comparatively high client load per advisor for a firm of its size, and it pairs LPL platform features (including an SWM II no‑transaction‑fee option that the brochure notes is not a wrap program) with services such as company stock option analysis and intergenerational wealth transfer planning. Advisors are dual‑registered with an independent broker‑dealer and hold insurance licenses, so clients may implement recommendations via advisory accounts or separate brokerage or insurance transactions; the brochure discloses potential conflicts and the firm’s compliance and reporting practices.
To learn more about the advisors currently working at The Yanker 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.
Name |
Location |
Years of experience |
|---|---|---|
Manchester, MO
| 23
| |
Manchester, MO
| 11
| |
Manchester, MO
| 9
| |
Manchester, MO
| 20
| |
Manchester, MO
| 42
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")