ALIGNED ADVISORS

Overview

Aligned Advisors is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business activities extend into insurance broking and accounting, suggesting an integrated service model that combines investment advice with insurance and tax/accounting capabilities. The firm reports that it acts as a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices