ALTRUIST LLC
SEC RegisteredThe wealth platform built for independent advisors
About the firm
Altruist is an AI-forward custodian and wealth platform built for independent advisors that brings account opening, trading, portfolio management, billing, and reporting together in one place. The platform helps 6,000+ advisors make financial advice better, more affordable, and accessible to everyone.
Areas of expertise
Services
Account opening, trading (fractional shares of stocks and ETFs commission-free), portfolio management (rebalancing, tax-loss harvesting, fixed-income trading), billing, reporting, digital ACATs and account transfers, client portal, high-yield cash, custody, model marketplace with 500+ models, and 25+ integrations across CRM, financial planning, and custodial AI.
Who they serve
Independent advisors and RIAs (Registered Investment Advisors)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Insurance Companies | 614 | — |
14,196 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 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. ALTRUIST LLC 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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