N1 Advisors logo

N1 Advisors

Updated today

Client assets under management

$379,839,984

Clients

194

54% high-net worth

Advisors

3

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

65

High

Average account size

$1,957,938

About

N1 Advisors serves individuals, high net worth individuals, retirement plans, and trusts, providing portfolio management, financial planning, and pension consulting. At the outset of each relationship the firm develops a Client Profile and an Investment Objective Confirmation (IOC) to guide its advisory work.

The firm implements clients’ IOCs on a discretionary basis, primarily using mutual funds, ETFs, and fixed income products, with portfolios reviewed at least semi‑annually. N1 treats cash as an asset class for defensive positioning and fee calculations, recommends Charles Schwab as custodian, and discloses cybersecurity controls and other operational safeguards.

Compared with many peers, N1 operates five offices while managing roughly $445 million in discretionary assets with three advisors, an office footprint that is uncommon for similarly sized supported firms. The brochure also discloses the use of compensated promoters to introduce prospects and an AI policy governing the firm’s limited use of AI tools and vendor due diligence, which are notable operational features.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting

Fee options

Fixed

Negotiated flat fee for pension consulting or plan design services

Percentage

$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Main office location

N1 Advisors

131 Continental Drive, Suite 206

Newark DE 19713-0000, United States

Number of offices

5

Most active in

Delaware · Florida · Maryland · New Jersey · New York · Pennsylvania · Tennessee · Texas · Virginia

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

Scott S

CFP®, CFA®, Series 66

Newark, DE

N1 Advisors

Scott Snyder is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with N1 Advisors since 2003 and concurrently worked at M. Holdings Securities, Inc. from 2003 to 2023. N1 Advisors is a four-advisor team providing discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across five offices and emphasizes client-specific profiles and investment objectives, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Eric P

Series 65

Newark, DE

N1 Advisors

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Ryan G

Series 66

Newark, DE

N1 Advisors

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")