Avani Ramnani
Investment Adviser Representative at Francis Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Avani Ramnani is an investment adviser representative with Francis Financial in New York, NY, where they have been registered since 2021. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Eisneramper Wealth Advisors LLC and Athena Wealth Advisors. They are registered to provide investment advice in New York.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Francis Financial, Inc.Mar 2012 – no end date reportedNew York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Francis Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $2,000,000 (waivable)
- Up to $3,000,0001.00%
- $3,000,001 to $5,000,0000.90%
- $5,000,001 to $10,000,0000.80%
- $10,000,001 to $15,000,0000.70%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, financial planning, divorce planning, and planning after a loss. Services include customized investment portfolios, retirement planning, college expense planning, tax strategies, estate planning, debt management, insurance planning, and assistance to loved ones. The firm follows a 4-step process: Discovery, Tailored Investment Plan, Custom Life Financial Plan, and Progress Meetings.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-76703
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at Francis Financial
9 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Avani Ramnani has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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