Valeo Financial Advisors, LLC

RIASEC RegisteredEst. 2006

Total AUM

$13B

Discretionary

$10.7B

82% of AUM

Avg account

$568K

Accounts

22,812

Employees

178

Advisory reps

110

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, SEC-registered RIA formed in 2006 that acts as both advisor and capital allocator for individual, family and institutional clients. The firm provides financial planning and discretionary portfolio management across separately managed accounts, pooled vehicles and institution/business mandates, and also performs manager selection for third-party strategies. Fee arrangements include asset-based fees, fixed fees and other structures. Valeo identifies as an active ESG investor and reports the capability to place client capital with external managers across a range of private and alternative strategies. Valeo has received multiple industry recognitions, including placements on Barron’s Top 100 RIA Firms (2023–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020) and Citywire’s 50 Growers Across America lists (2022 and 2026).