A complete list of active advisors currently associated with Zoe Financial, Inc.

Warmer can help you find a great advisor at Zoe Financial, Inc. or one who fits your needs even better.

Zoe Financial operates an online referral service that connects individuals and high‑net‑worth households who use its website with third‑party registered investment advisers in the Zoe Advisor Network. It also provides a separate Zoe Wealth Platform that offers reporting, administrative, sub‑advisory and wrap‑fee services to RIAs, while the Advisor Network referral service itself does not manage client assets or charge Users for referrals. For the referral program Zoe collects limited household information via a digital form (income, account types, financial goals, zip code and current advisor status) and matches Users to pre‑vetted RIAs, but does not assess individual risk profiles or implement investment strategies for referred Users. For RIAs that use the Wealth Platform, Zoe performs due diligence — reviewing Form ADV/CRD records, IAR credentials and annual updates — and discloses managing approximately $118.2 million of discretionary and $165.3 million of non‑discretionary assets as of December 31, 2025. Zoe is notable among peers for combining a client‑facing referral marketplace with a wrap‑fee/sub‑advisory platform and for its affiliation with an SEC‑registered broker‑dealer, Zoe Securities, LLC; several RIAs and outside funds hold minority ownership interests in Zoe and some of those entities participate on the Advisor Network. The firm discloses referral and platform compensation arrangements (including solicitor agreements and a disclosed relationship with Ethic) and describes contractual and procedural steps intended to mitigate resulting conflicts, such as prohibiting RIAs from passing referral fees onto Users and annually reviewing participating advisers.

To learn more about the advisors currently working at Zoe Financial, Inc., 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.