The Aranda Group Advisors, LLC

The Aranda Group Advisors, LLC is a four-advisor registered investment adviser that serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm offers both discretionary and non-discretionary portfolio management and also makes available Unified Managed Accounts, access to third‑party sub-managers, and a securities‑based lending program.

Investment recommendations are grounded in a client-specific financial plan and emphasize long-term, broadly diversified asset allocation, tax efficiency, and periodic rebalancing; portfolios may include mutual funds, ETFs, REITs, structured notes, and covered‑call options where appropriate. The firm uses third‑party managers and an overlay manager (Adhesion/Envestnet) to implement UMA model portfolios and seeks to place clients in the lowest‑cost mutual fund share classes when conversions are feasible.

Distinctive features noted in the brochure include in‑house family office–style services through an affiliated company that provides bill‑pay and cash management, a relationship the firm discloses can create custody and conflict‑of‑interest considerations. The firm discloses it manages roughly $234 million across several hundred accounts for about 150 clients—reflecting multi‑account and intergenerational planning complexity—and it relies on custodial relationships (including Fidelity) that provide execution, reporting, and certain non‑cash benefits.