A complete list of active advisors currently associated with Chief Advisors Corp

Warmer can help you find a great advisor at Chief Advisors Corp or one who fits your needs even better.

Chief Advisors Corp is a fee-based registered investment adviser that provides portfolio management and investment advice to individuals (including high-net-worth clients), trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios across multiple accounts and custodians, with a small team of advisors serving a concentrated client base and operating from six offices. The firm generally operates with discretionary authority for managed accounts and discourages non‑discretionary arrangements, implementing trades without prior client consent consistent with stated objectives. Its investment process draws on fundamental, technical, and behavioral analysis across a broad range of securities, and it manages accounts separately while noting it does not have a system to monitor individualized trading restrictions imposed by clients. Chief Advisors is notable for several structural features disclosed in its ADV: many of its investment adviser representatives are dually registered with a broker‑dealer (American Global Wealth Management) and the firm is affiliated with other registered advisers, which the brochure discusses as sources of potential conflicts (for example, mutual fund share‑class and 12b‑1 considerations). The firm also operates from five or more offices—uncommon for similarly sized team firms—and its ADV contains extensive disclosures and policies addressing rollovers, share‑class selection, custody/fee deductions, and other conflict‑management practices.

To learn more about the advisors currently working at Chief Advisors Corp, 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.