A complete list of active advisors currently associated with Wilkerson Advisory Group LLC

Warmer can help you find a great advisor at Wilkerson Advisory Group LLC or one who fits your needs even better.

Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations and corporate retirement plans, offering discretionary investment management and a range of retirement-plan consulting services. Financial planning is provided as part of its advisory engagements, and the firm may engage sub‑advisors to manage all or portions of client assets. The firm’s investment approach blends a macro, top‑down tactical asset-allocation framework with sector rotation and a relative growth/value lens, supplemented by fundamental, quantitative and technical analysis and disciplined rebalancing. WAG uses a third‑party risk analysis platform (Nitrogen, formerly Riskalyze) to quantify client risk scores and align portfolios, and it may recommend private funds and other alternative strategies that involve leverage or derivatives when appropriate. Noteworthy distinctions include the firm’s recent SEC registration in February 2025 and its use of client testimonials in advertising, a practice uncommon among comparable team firms. The firm also cites the use of technology — including an AI meeting-notetaker — and a willingness to employ sub‑advisors and serve as an ERISA 3(38) manager or recommend private placement opportunities, making its service and implementation model relatively layered compared with many peers.

To learn more about the advisors currently working at Wilkerson Advisory Group 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.