Valeo Financial Advisors, LLC

RIASEC Registered

Total AUM

$13B

Discretionary

$10.7B

82% of AUM

Avg account

$568K

Accounts

22,812

Employees

178

Advisory reps

109

Firm details

Headquarters: Carmel, Indiana
CRD number: 127132
Registered since: March 17, 2006
Website: valeofinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI94.77%
Individuals2.76%
Charitable Organizations2.18%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Valeo Financial Advisors, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC-registered (since 2006) and offers a mix of financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutional clients, as well as manager selection services. Its compensation model includes percentage-of-AUM fees along with fixed and other fee arrangements. Valeo also identifies as an active ESG investor and notes a willingness to incorporate third‑party managers and alternative exposures into client programs. Valeo has been recognized in industry rankings over the past several years, including placements in Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America (2022 and 2026), and Barron’s Top 100 RIA Firms (2023–2025).