ALLY Invest Advisors
SEC RegisteredWhen life happens, be confident in your next move.
About the firm
Ally Invest offers self-directed trading, robo portfolio, and personal advice services. With Ally Invest Personal Advice, clients receive a personalized financial plan and investing strategy from an advisor. Ally Invest serves all budgets and experience levels with investment accounts for every type of investor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Self-Directed Trading (stocks, bonds, ETFs and more with no commission fees on most U.S.-listed securities), Robo Portfolio (automated goal-based investing with no advisory fee or 0.30% per year), and Personal Advice (personalized financial planning and ongoing investment advice from a financial advisor at an annual advisory fee ranging from 0.85% to 0.75%).
Who they serve
All budgets and experience levels; Personal Advice is available to current Ally customers only and requires at least $100,000 in investable assets.
Leadership
Office locations
Advisors at this firm
87 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Tier 1 - First $250,000 | 0.85% |
| Tier 2 - Next $750,000 up to $1,000,000 | 0.80% |
| Tier 3 - Above $1,000,000 | 0.75% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLY Invest Advisors 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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