Gradient Advisors, Llc

Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and reports approximately $218.6 million in regulatory AUM and $772.1 million in assets under administration on a platform totaling about $990.7 million for roughly 3,220 clients.

Gradient typically delivers ongoing portfolio services on a non‑discretionary basis, stating that clients must approve transactions before execution, and it also assists clients by referring to and administering third‑party money managers. Advisors use client profile tools (including the Color of Money Risk Analysis) and a mix of fundamental, technical, and cyclical analysis to tailor strategies, while financial planning and consulting are offered on fixed‑fee or hourly terms.

The firm is affiliated with other financial entities, notably Gradient Investments, LLC, and discloses revenue‑sharing and referral arrangements with several third‑party platforms (including Gradient Investments, Orion Portfolio Solutions, and SEI), which are documented in its disclosures. Gradient does not custody client assets, does not vote client proxies, and maintains written policies and disclosure practices intended to address conflicts that may arise from its referral, revenue‑sharing, and administrative roles.