A complete list of active advisors currently associated with Unstoppable Asset

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Unstoppable Asset provides automated investment management through a proprietary digital platform to individual retail clients, with a primary focus on Roth IRAs for teenagers and young adults and custodial Roth IRAs for minors. Services described include digital onboarding, risk-tolerance questionnaires, assignment to model ETF- and mutual fund-based portfolios, automatic investment of contributions, and a gift contribution feature that allows family and friends to fund a client’s Roth IRA. The firm’s investment approach emphasizes low-cost, passive index exposure via ETFs and mutual funds that meet strict selection criteria (very low expense ratios, multi-year track records, and large asset bases), with an algorithm assigning clients to one of five age-appropriate model allocations. Portfolios are monitored continuously with automated rebalancing (annually or when drift exceeds thresholds), and the model allocations described are notably equity‑heavy (roughly 90%–98% equity across the range). Compared with peers in its regulatory cohort, Unstoppable Asset is notable for offering individualized portfolio management to retail investors—an uncommon feature for firms of this type—and for explicitly not acting as a private fund adviser. The brochure also discloses that the firm’s principal has outside roles with a private fund adviser and a family investment vehicle, with representations that there is no operational overlap, client referrals, or shared custody between those activities and the firm’s ETF-based retail platform.

To learn more about the advisors currently working at Unstoppable Asset, 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.