A complete list of active advisors currently associated with Ellevest

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

Ellevest is a registered investment adviser that focuses on serving women and their households, offering discretionary portfolio management for both personal and private wealth clients as well as comprehensive financial planning and educational workshops. The firm also provides philanthropic advisory through donor-advised fund programs and offers access to alternative and private investments for eligible clients. The firm’s investment approach emphasizes strategic asset allocation and diversification rather than market timing, with portfolios tailored to each client’s goals, time horizon, tax posture and values preferences. For clients with complex circumstances, Ellevest implements tax-aware transition plans for concentrated positions, coordinates with external sub‑advisers, and integrates values-aligned or impact strategies where requested. What distinguishes Ellevest from many peers is its explicit focus on addressing the gender investment gap and its routine incorporation of sustainability- and women-focused investment options and sub-advisers. The firm’s participation in custodial donor-advised fund programs, facilitation of securities-backed lending arrangements, and relationships that provide eligible clients access to select venture opportunities (including certain Astia offerings) further set it apart in the multi-team adviser category.

To learn more about the advisors currently working at Ellevest, 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.