A complete list of active advisors currently associated with ViaWealth, LLC

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

ViaWealth works with individuals, high‑net‑worth households, trusts, estates, charitable organizations and business entities, providing discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm reports approximately $260.7 million in discretionary assets under management and offers both direct management and arrangements that delegate implementation to outside managers. The firm’s stated investment approach is grounded in Modern Portfolio Theory, aiming to build diversified, efficient portfolios and favoring a long‑term strategic orientation while allowing for occasional tactical adjustments. ViaWealth implements strategies either internally or through a sub‑advisory relationship with Financial Counselors, Inc., and monitors accounts continuously with formal reviews at least annually. Noteworthy for a firm of its size, ViaWealth advertises third‑party ratings on its public materials, a practice that is uncommon among similar supported firms. The brochure also discloses operational features that may matter to prospective clients — including its sub‑advisory arrangements, potential insurance product recommendations by associated persons, custodial support services, and negotiable fee schedules with household aggregation for fee determination.

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