ADVISORS FINANCIAL, INC.

RIASEC RegisteredEst. 2014

Total AUM

$321M

Discretionary

$321M

100% of AUM

Avg account

$444K

Accounts

723

Employees

Advisory reps

Firm details

Headquarters: VIENNA, Virginia
CRD number: 144837
Registered since: September 5, 2014
Website: www.advisorsfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.89%
Individuals15.39%
Corporations / Businesses1.68%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisors Financial, Inc. is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm manages client portfolios on a discretionary basis and provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Investment activity centers on pooled public funds and mutual funds as core building blocks, supplemented by manager allocations when a specific capability is needed. The firm is not positioned as an ESG specialist and is not registered as a multi‑state adviser. Advisors Financial, Inc. earned recognition in 2020 when it was listed among the Top RIA Firms by FA Magazine.