A complete list of active advisors currently associated with Tomoro

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

Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth individuals, family offices, trusts, estates, private and public foundations, qualified retirement plans and other entities. Services described in the brochure include discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and the option to implement or monitor held-away accounts and external managers. The firm says it tailors portfolios using fundamental analysis and a mix of mutual funds, ETFs, equities, fixed income, REITs, private/alternative investments, options and derivatives, generally pursuing long-term strategies while permitting shorter-term trades when client objectives warrant. Tomoro discloses that it may recommend securities-backed loans or margin and may delegate management to External Managers (and monitor held-away accounts), and it documents the conflicts those practices can create. As of October 5, 2026, Tomoro reported $335,571,489 in discretionary assets under management while operating with a relatively small advisory staff, a combination the brochure highlights as part of its business profile. The brochure also discloses several potential conflicts that distinguish the firm from many peers: a revenue-sharing arrangement with SyntheticFi LLC for referrals, firm personnel who are registered representatives of Private Client Services, LLC and licensed insurance agents who earn commissions, and receipt of custodial platform services from Charles Schwab — all noted as addressed through disclosure and internal policies.

To learn more about the advisors currently working at Tomoro, 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.