Ellsworth Advisors, LLC
SEC RegisteredEllsworth Advisors is your full-service trusted financial partner
About the firm
Ellsworth Advisors is an independently owned and operated wealth management firm. They provide comprehensive financial planning, asset management, asset allocation, tax advice, accounting advice, retirement planning, and estate planning services. Their full suite of services offers clarity, transparency, and peace of mind through highly personalized strategies and customized wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (cash management, fixed income, public equities, commodities), corporate retirement plans (401(k), 403(b), profit sharing plans, defined benefit plans, ESOPs, fiduciary governance, individualized participant financial consultations), financial consulting (plan development and maintenance, estate planning, tax advice, business valuations, M&A advisory), alternative investing (private equity investing, private real estate investing), and family office services (entity formation, office management and oversight, investment analysis, financial reporting, concierge services).
Who they serve
Individuals, families, business owners, and corporate retirement plans.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of February 23, 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. Ellsworth 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.
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