ECHO FINANCIAL ADVISORS, LLC
SEC RegisteredBuilding a connected and collaborative investing community.
About the firm
Echo is a social investing platform that allows users to connect all their brokerage accounts in one place, copy or 'echo' other investors' portfolios in real-time, and access financial data and tools within the app. It offers revenue sharing opportunities for top-performing investors and hosts a community for users at all stages of their financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Aggregation of existing brokerage accounts, trade management through the app, crowd-sourced portfolio copying ('echoing'), financial data and tools, revenue sharing for top performers, personalized content channels for professional asset managers, financial blogs, and financial vocabulary videos.
Who they serve
Investors at all stages of their financial journey, including first-time or solo investors (L.O.U.), high earners who are not yet wealthy (H.E.N.R.Y.), and professional asset managers (P.A.M.).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $24k |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 0.25% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ECHO FINANCIAL 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.