ARIS INVESTING
SEC RegisteredPersonalized. Tax-Smart. Scalable.
About the firm
Aris Investing is a technology-enabled SMA platform that empowers financial advisors to hyper-personalize client portfolios with unparalleled precision and tax efficiency. With a diverse team of 30+ experts from the investment industry, software development, and platform management, the firm offers solutions including Model Portfolios, Direct Indexing, Unified Managed Accounts, and a Long-Short Strategy. Their platform combines sophisticated technology with robust, scalable infrastructure to provide personalized portfolio customization and seamless rebalancing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Aris Investing offers Model Portfolios, Direct Indexing, Unified Managed Accounts, and a Long-Short Strategy through its tax-smart SMA platform, featuring automated rebalancing, hyper-customization, tax-efficient portfolio design, proprietary model and index selection, on-demand reporting, and compliance monitoring.
Who they serve
Financial advisors and RIAs seeking to deliver personalized, tax-efficient portfolio management to their clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 9 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARIS INVESTING 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.