A complete list of active advisors currently associated with XML Financial Group

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

XML Financial Group is a multi‑advisor wealth management firm overseeing roughly $3.3 billion in client assets through a team of advisors serving about 2,890 clients. The firm provides discretionary and non‑discretionary investment management, financial planning and advisory consulting, retirement plan advisory, wrap fee programs, and access to alternative and private investment opportunities. XML tailors portfolios at the household level using a mix of fundamental and technical analysis, third‑party managers, and ongoing monitoring, with custodial support primarily through Fidelity and First Clearing. The firm also provides ERISA fiduciary retirement‑plan consulting and facilitates client access to alternative investments via platforms and sponsors such as CAIS and sponsored pooled vehicles on a subscription or subscription‑way basis. XML is an indirect, wholly‑owned subsidiary of Focus Financial Partners, with indirect ownership by investment vehicles affiliated with Clayton, Dubilier & Rice and Stone Point, which provides access to affiliated managers and pooled vehicles (including Origin and SCS) and to other Focus‑owned professional services. The firm operates an affiliated broker‑dealer (XML Securities) and offers wrap programs custodied at First Clearing—arrangements disclosed in the brochure that enable integrated custody and affiliated product access and that the firm says it manages through disclosure and supervisory processes.

To learn more about the advisors currently working at XML Financial Group, 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.

You can also browse XML Financial Group's office locations.