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Erisa Fiduciary Advisors, Inc. (Weston)


Erisa Fiduciary Advisors, Inc. is a large advisory firm based in Weston. It manages $327.68 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

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Erisa Fiduciary Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Erisa Fiduciary Advisors: assets under management

The assets under management (AUM) of Erisa Fiduciary Advisors, Inc. is $327.68 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $308.34 million in discretionary accounts and $19.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Erisa Fiduciary Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Weston

The principal office where Erisa Fiduciary Advisors, Inc. performs its advisory services is located at 1160 Birchwood Road, Weston, FL 33327, which is also the mailing address of the firm. An additional office of the firm is in Stuart, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-385-5331 or by fax 877-587-7571. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at efadvisor.com.


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