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

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

Zuraw Financial Advisors serves individuals (including high-net-worth clients), trusts, estates, corporations and other legal entities, offering discretionary portfolio management and financial planning services. The firm reports $519,944,390 in discretionary assets under management (as of February 20, 2026) and generally requires a $250,000 minimum account. The firm develops a client-specific Investment Plan and implements it with allocations to ETFs, mutual funds (including Dimensional Fund Advisors portfolios), individual equities and fixed income, and may engage third‑party sub‑advisers or platform managers. Clients receive ongoing discretionary management, access to an Advyzon client portal for account information, and periodic portfolio reviews (at least quarterly) with monitoring of sub‑advisers. Zuraw is characterized by owner-led oversight and a recent ownership transition from sole ownership to a dual-owner structure, with account reviews performed by the managing member rather than a large advisory desk. Combined with about $520 million in AUM and a relatively compact advisory structure, the firm exhibits a higher-than-typical AUM-per-advisor profile for a team firm and leverages institutional relationships that provide continuing education and platform services.

To learn more about the advisors currently working at Zuraw Financial 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.