FitzRoy Investment Advisors

What FitzRoy Investment Advisors does

FitzRoy Investment Advisors LLC is an independent multi-family office founded in 2011 and headquartered in Aventura, Florida (Miami metro). The firm serves high-net-worth families and individuals, offering personalized investment strategies built on independence from investment managers, custodians, and fee-sharing arrangements. It markets itself on unbiased advice, transparency, and long-term partnership, with a stated mission of providing balance and impartial investment guidance. The firm reports 15+ valued clients and a team of 9 professionals combining over 70 years of experience in banking and financial markets across the USA, Europe, and Latin America.

The firm's core offering is a single bundled investment advisory service comprising seven integrated modules: Investment Advisory, Multi-Custodian Consolidated Reporting, Asset Allocation, Fund Selection, Tactical Investing, Pricing Advisory, and Portfolio Monitoring. The technology stack is not publicly disclosed; the firm leverages institutional-quality analytical tools for portfolio construction and manager evaluation but has no proprietary platform, API, mobile application, or AI capabilities. The open-architecture fund selection process and access to research from major investment banks enable independent manager recommendations without proprietary product bias.

The business model is a subscription-based, recurring annual advisory fee that bundles all services into a single charge, with quote-based pricing tailored to client needs and no fee-sharing agreements. The go-to-market is sales-led and relationship-driven, relying on referrals, direct client relationships, and the institutional credibility of team members with prior roles at UBS, Morgan Stanley, PepsiCo, Roland Berger, and JP Morgan Chase. The firm operates exclusively in the Florida and Southeast USA geographies, with no disclosed revenue, funding, or external institutional ownership.

Name

FitzRoy Investment Advisors

Legal name

FitzRoy Investment Advisors LLC

Website

https://fria.us

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

FitzRoy Investment Advisors is an independent multi-family office based in Miami, Florida, serving high-net-worth families and individuals with personalized investment advisory, consolidated reporting, asset allocation, fund selection, tactical investing, and pricing advisory services under a single bundled annual fee.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management advisory
• Investment advisory services
• Multi-family office
• Portfolio management services
• Financial planning advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: Single bundled advisory fee that includes reporting, asset allocation, fund selection, tactical investing, and pricing advisory services. No fee-sharing agreements with any managers or banks.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

FitzRoy Investment Advisors is an independent multi-family office that provides investment advisory services to high-net-worth families and individuals on a fee-only basis. Its core offering is a single bundled advisory fee covering multi-custodian consolidated reporting, strategic asset allocation, independent fund and manager selection, tactical investing, pricing advisory on custodian fees, and ongoing portfolio monitoring. The firm operates without affiliations to investment managers, custodians, or fee-sharing arrangements.

Product overview

FitzRoy Investment Advisors offers a unified multi-family office investment advisory platform bundled within a single advisory fee. The core offering consists of Investment Advisory Services as the primary product, complemented by six integrated service modules: Reporting (multi-custodian consolidated reporting), Asset Allocation (strategic portfolio construction), Fund Selection (independent manager evaluation), Tactical Investing (opportunistic short-term investments), Pricing Advisory (custodian fee negotiation), and Portfolio Monitoring (ongoing oversight). All services are provided with complete independence—no affiliations with investment managers or custodians, and no fee-sharing agreements—leveraging over 7 decades of combined team experience in markets, banking, and corporate finance.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Reporting Services
• Asset Allocation Services
• Fund Selection Services
• Tactical Investing Services
• Pricing Advisory Services
• Portfolio Monitoring Services

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Dynasty Financial Partners: Integrated platform enabling independent HNW wealth advisors with technology, custody, and capital support — comparable target market and advisory model, though with institutional backing and scale that FitzRoy lacks.
• HighTower Advisors: Independent RIA platform serving HNW individuals and families with fee-based wealth advisory — directly comparable in independence, HNW focus, and fee-only advisory, though operating at materially greater scale via a partnership/affiliation model.
• Bessemer Trust: Multi-family office serving UHNW families with investment advisory, wealth planning, and reporting services — directly comparable in business model, target client (HNW/UHNW families), and bundling of advisory services, but at materially greater scale and brand recognition.
• Whittier Trust: Multi-family office providing investment management, trust, and reporting services to HNW families — similar fee-based, independence-driven model and target market (HNW/affluent families seeking consolidated wealth oversight).
• Sanctuary Wealth: Independent advisor platform providing wealth management services to HNW clients through partner advisors — comparable in independence, HNW focus, and fee-based advisory offering, with technology and back-office support that FitzRoy does not currently have.
• Connexus Wealth Advisors: Independent, fee-based RIA providing investment advisory and wealth planning to HNW households — comparable in independence, fee-only model, and HNW individual/family focus, with deeper technology and reporting infrastructure.
• Mariner Wealth Advisors: National wealth advisory firm serving HNW individuals and families with fee-based investment advisory, financial planning, and family office services — directly comparable in HNW family focus and bundled advisory offering.
• Glenmede: Independent wealth management and investment advisory firm serving HNW families and institutions with discretionary and non-discretionary portfolio management — closely comparable independence positioning, HNW family focus, and fee-based advisory model.
• Brown Brothers Harriman (Wealth Management): Private partnership providing wealth management and investment advisory to HNW families and individuals — comparable in independent, conflict-conscious structure, multi-custodian reporting, and HNW family target market.

Broad incumbents

• Focus Financial Partners: Large-scale RIA partnership platform aggregating independent wealth advisors serving HNW clients — operates in the same HNW fee-based advisory space but as a broad incumbent with capital, technology, and M&A capabilities unavailable to FitzRoy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fitzroy-investment-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FitzRoy Investment Advisors