A complete list of active advisors currently associated with WestEnd Advisors, LLC

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

WestEnd Advisors is an SEC‑registered investment adviser that provides discretionary portfolio management and third‑party ETF model strategies to a broad client base, including individuals (both retail and high‑net‑worth), pension and profit‑sharing plans, trusts, charitable organizations, government entities, and corporations. The firm also delivers non‑discretionary model portfolio recommendations to banks, broker‑dealers and other advisers and serves as a portfolio manager in several wrap‑fee programs. The firm’s investment process is macro‑driven: WestEnd collects and analyzes broad macroeconomic data to form an economic and market outlook and then tilts portfolios toward sectors, ETFs, or large‑cap equities it believes will benefit from those trends. Its Large‑Cap Core Equity strategy begins with the S&P 500 universe and applies quantitative and qualitative screens to identify financially strong, market‑leading companies, while its ETF strategies allocate to areas of the market expected to experience tailwinds and underweight areas facing headwinds. Distinctive features include its ownership by Victory Capital — WestEnd operates as an autonomous Victory Capital investment franchise while relying on affiliate personnel and services for technology, operations, compliance, and research — and its role as a model provider: as of December 31, 2025 the firm reported about $1.868 billion in regulatory AUM and roughly $23.68 billion in assets under advisement tied to UMA and model programs. The firm serves approximately 3,898 client accounts with seven advisors (implying over $200 million in AUM per advisor), participates in multiple wrap programs, and lists government entities among its client types, a combination of features that is uncommon for firms of this team size.

To learn more about the advisors currently working at WestEnd Advisors, 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.