BARNSTONE ADVISORS LLC
SEC RegisteredPassionate, Personal, and Professional
About the firm
At Barnstone Advisors, we approach investment management as one leg of the planning stool. Our portfolio management style reflects a combination of the science of investing with the art of the client-planner relationship. Our client portfolios are uniquely designed to fit the individual needs and goals of each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management and Financial Planning. The firm focuses on helping clients achieve their lifetime goals through uniquely designed portfolios and envisioning, securing, and achieving personal financial success.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $14M |
| High Net Worth Individuals | 33 | $209M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of January 27, 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. BARNSTONE ADVISORS 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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