Emerald Advisors, LLC
SEC RegisteredPurpose-Driven Wealth Management
About the firm
Emerald Advisors helps you uncover the purposes of your wealth for every stage of life, using integrity, transparency and flexibility. The firm is equipped for simple and complex financial situations, catering services to meet each client's unique needs, and strives to establish lasting relationships while navigating life's complexities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial and retirement planning, investment management, and family office services including lifestyle management, estate planning, and philanthropy.
Who they serve
Individuals and families across various life stages, including those focused on retiring comfortably, starting or selling a business, leaving a legacy, or buying a second home.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $26M |
| High Net Worth Individuals | 151 | $915M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.90% |
| $2,000,000 - $5,000,000 | 0.80% |
| $5,000,000 - $10,000,000 | 0.70% |
| $10,000,000 - $25,000,000 | 0.60% |
| Above $25,000,000 | 0.50% |
Data as of February 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. Emerald 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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