Inspire Advisors, LLC logo

Inspire Advisors, LLC

Updated today

Client assets under management

$1,318,508,294

Clients

3,523

9% high-net-worth

Advisors

64

of 64 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

55

Typical

Average account size

$374,257

About

Inspire Advisors, LLC is a registered investment adviser that manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high‑net‑worth individuals, along with institutions, charitable organizations, broker‑dealers and other investment advisers. The firm offers discretionary and non‑discretionary portfolio management (including model portfolios and sub‑advisory arrangements), financial planning, participant account management through a third‑party platform, and consulting services to brokerage customers.

The firm integrates Biblically Responsible Investing throughout its advice using a proprietary Inspire Impact Score™ and an affiliated screening tool (Inspire Insight), and it uses a mix of methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to construct models and portfolios. Inspire frequently delegates management to sub‑advisors or its affiliated manager, maintains proprietary ETFs, and provides tax‑mitigation services such as custom indexing on its TAMP platform while typically operating under discretionary authority.

Distinctive features in the brochure include the firm’s explicit practice of, with client consent, voting proxies consistent with its interpretation of biblical values and the routine recommendation of proprietary ETFs and affiliated managers, which the disclosure identifies as potential conflicts of interest. The brochure also reflects two uncommon characteristics for an enterprise adviser: it does not identify corporate or business clients as a client type, and its advisory compensation is predominantly percentage‑of‑AUM across multiple blended and negotiable schedules rather than relying on firmwide fixed advisory fees (financial planning may be charged fixed or hourly in limited circumstances).

Client services

Portfolio management Selection of other advisers Sub-advisory services/consulting

Expertise

ESG / Sustainable investing

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Fee options

Fixed

$100 to $100,000 depending on complexity and scope, negotiable

Percentage

$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75% Or Negotiable

Project-based

$100 to $500 per hour, negotiable

Main office location

Inspire Advisors, LLC

3597 E Monarch Sky Ln, Suite 330

Meridian ID 83646, United States

Number of offices

26

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Theodore D

Series 63, Series 66

Troutman, NC

Inspire Advisors, LLC

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. He is also the president of Sovereign Investment Group, a non-investment related entity used for tax purposes, and operates as an independent insurance agent licensed in property and casualty, life, and accident & health insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its strategies using proprietary tools and employs a mix of quantitative, fundamental, and technical analyses across discretionary portfolio management, financial planning, and consulting services.

ESG / Sustainable investing
user avatar

Anna A

Series 65

Birmingham, AL

Inspire Advisors, LLC

Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.

ESG / Sustainable investing
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David Z

CFP®, Series 63

Buffalo, MN

Inspire Advisors, LLC

David Zumbusch is a CFP® professional with 31 years of industry experience, currently serving at Inspire Advisors, LLC since 2020. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. from 2002 to 2020 and has operated his own practice, LBZ Investments, since 2006. Outside of advising, he is involved in managing agricultural rental land and commercial office space with his wife. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs.

ESG / Sustainable investing
user avatar

Scott H

Series 65

Jefferson, GA

Inspire Advisors, LLC

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
user avatar

Alex S

Series 63, Series 66

Spring Hill, FL

Inspire Advisors, LLC

Alex Santillan is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Suncoast Credit Union, Hancock Whitney Investment Services, and Navy Federal Financial Group. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of quantitative, fundamental, and technical analyses to implement diversified portfolio strategies.

ESG / Sustainable investing
user avatar

Shawn B

Series 63, Series 65

Gainesville, FL

Inspire Advisors, LLC

Shawn Bennett is a financial advisor at Inspire Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors, Inc. for 27 years. Outside of his advisory role, Bennett serves as a treasurer on a local homeowners association board. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a mix of quantitative, fundamental, and technical analyses to implement strategies via model portfolios and proprietary ETFs.

ESG / Sustainable investing
user avatar

Scott B

Series 65

Meridian, ID

Inspire Advisors, LLC

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

ESG / Sustainable investing
user avatar

Joseph L

ChFC®

Ocean Grove, NJ

Inspire Advisors, LLC

Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.

ESG / Sustainable investing
user avatar

Matthew B

CFP®, Series 63, Series 65

Dublin, OH

Inspire Advisors, LLC

Matthew Bonito is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Inspire Advisors, LLC and has held positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Sander Morris Harris. Outside of his advisory role, he serves as Secretary of the Saveson Acres Homeowner's Association and is a licensed insurance agent. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of strategies including index-based, strategic, and tactical allocations.

ESG / Sustainable investing
user avatar

Derek M

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Mauldin serves as a volunteer Treasurer for the Mechanicsburg Brethren in Christ Church and is a board member of In Him Christian Wellness, a nonprofit Christian counseling agency. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing into its strategies and employs a mix of quantitative and fundamental investment analyses through discretionary portfolio management and financial planning services.

ESG / Sustainable investing
user avatar

Aaron H

Series 66

Quitman, LA

Inspire Advisors, LLC

Aaron Hoffman is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2022. Outside of advisory work, he has been an independent insurance licensed agent specializing in accident and health, life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of strategies including index-based and tactical allocations, often implemented through model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
user avatar

Sheryl B

Series 66

Gainesville, FL

Inspire Advisors, LLC

Sheryl Bennett is a financial advisor at Inspire Advisors, LLC in Gainesville, FL, with seven years of industry experience. She holds a Series 66 designation and has previously worked at Valic Financial Advisors, Inc. and Agia. Outside of her advisory role, she is an independent licensed insurance agent. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a range of investment strategies supported by quantitative and fundamental analyses.

ESG / Sustainable investing
user avatar

William G

Series 63, Series 65

Eureka, IL

Inspire Advisors, LLC

William Gohs is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 12 years and Clarity Group Midwest, LLC for one year. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
user avatar

John G

Series 63, Series 65

Little Rock, AR

Inspire Advisors, LLC

John Gathright is a financial advisor with Inspire Advisors, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with Lifesmart Wealth Management since 2010 and previously worked at Sowell Management Services. Outside of his advisory roles, he works as an independent contractor for Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio management strategies, combining quantitative, fundamental, technical, and modern portfolio theory analyses.

ESG / Sustainable investing
user avatar

Matthew B

Series 65, Series 66

Argyle, TX

Inspire Advisors, LLC

Matthew Beaver is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Ameriprise Financial Services, Edward D. Jones & Co, and Grit Wealth Management. Outside of his advisory role, he is involved as a business development manager at Factur, focusing on client prospecting in the manufacturing sector. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of investment strategies, often implementing portfolios through model allocations and affiliated proprietary ETFs.

ESG / Sustainable investing
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