A complete list of active advisors currently associated with Washington Avenue Advisors

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

Washington Avenue Advisors is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans, businesses, and non‑profit associations, managing roughly $336 million for about 662 clients and supported by an eight‑advisor team. The firm offers comprehensive financial planning, portfolio management, retirement and employee‑benefits consulting, and tailored planning for business owners. The firm’s investment process emphasizes asset allocation guided by behavioral, fundamental, and quantitative/technical analysis, implemented through mutual funds, ETFs, individual securities, separately managed accounts and third‑party managers, and wrap‑fee programs; accounts are reviewed at least annually and may be managed on a discretionary or non‑discretionary basis. Financial planning is presented as foundational to portfolio work, with plans customized for clients’ goals, risk tolerance, insurance needs, and legacy transfer objectives. What distinguishes the firm from many peers is its disclosed involvement with private fund and venture investments—WAA recommends and is affiliated with a private fund (Exit Quotient Ventures Fund I) and has related venture investment vehicles and start‑up investments—and its disclosed ownership interests in development projects that may be offered to clients. The brochure also discloses that certain supervised persons are licensed insurance agents and that a firm advisor has a promoter agreement with an outside manager; these relationships and recent updates to the brochure are presented as potential conflicts of interest and are addressed through full disclosure and client consent.

To learn more about the advisors currently working at Washington Avenue Advisors, 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.