A complete list of active advisors currently associated with Zacks Intelligence LLC

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

Zacks Intelligence serves individual and high‑net‑worth investors through two distinct offerings: a discretionary portfolio management program (Zacks Wealth Partners) and an AI‑driven online platform (Zacks Insight) offered in Basic, Pro, and Premium subscription tiers. Wealth Partners accounts are delivered via a sub‑advisory relationship while Zacks Insight provides interactive investment recommendations without accepting custody of user assets. The adviser’s investment work for Wealth Partners is managed through an affiliation with Zacks Investment Management, which applies a hybrid quantitative and qualitative process using proprietary models to evaluate securities. Zacks Insight uses artificial intelligence and large language models to generate recommendations, with the Premium tier designed to deliver ongoing, questionnaire‑based personalized guidance and lower tiers offering less‑tailored outputs. What distinguishes the firm from many peers is the combination of a traditional AUM advisory business with a consumer subscription product and multiple industry affiliations — including its parent Zacks Investment Research, a sub‑adviser (Zacks Investment Management), an affiliated broker‑dealer (LBMZ Securities), and an affiliated accounting/estate services entity. Zacks Intelligence discloses that it may receive compensation for referrals to affiliates and third parties and that those affiliated relationships and ZIR’s role as general partner of certain funds can create potential conflicts of interest.

To learn more about the advisors currently working at Zacks Intelligence 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.