ALIGN FINANCIAL ADVISORS, LLC

Overview

Align Financial Advisors, LLC is an independent registered investment adviser that positions itself as a hybrid financial planning and portfolio management practice for individuals, families and small businesses. The firm combines fee-based investment management with financial planning and insurance brokerage services, billing through a mix of percentage-of-AUM, hourly and fixed fees. Alignment toward pooled public funds is apparent from the firm’s filings: investment programs rely heavily on mutual funds and other public pooled vehicles rather than concentrated individual equity positions or ETF-only model portfolios. The adviser is not an active ESG investor, does not function as a capital allocator to bespoke private funds, and is listed as a single-state adviser despite maintaining multiple offices. Align Financial Advisors registered with the SEC in 2024 and reports serving both individual/family and institutional clients, with core advisory activities focused on financial planning and discretionary portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices