AMES FINANCIAL SERVICES

Overview

Ames Financial Services is an independent registered investment adviser operating as a corporation that combines advisory work with insurance brokerage. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging advisory fees as a percentage of assets under management. Its client base is primarily individual and family accounts; the firm is not positioned as a multi-state adviser, pension consultant, ESG-focused manager, or capital allocator. Investment activity is skewed toward public equities: exchange-traded equities are the dominant asset type across client accounts, and the firm appears to manage client assets on a non‑discretionary basis. The insurance brokerage capability suggests the firm integrates insurance solutions—such as life insurance or annuities—into planning and risk-management conversations alongside investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices