Hippocratic Financial Advisors

What Hippocratic Financial Advisors does

Hippocratic Financial Advisors, LLC is a privately held, SEC-registered investment adviser (SEC#:801-130237) founded in 2013 by Ravi Davis, CFP, headquartered in Westlake Village, California. The firm provides fiduciary financial care exclusively to physicians, covering investments, 401(k) management, benefits optimization, retirement planning, tax preparation and planning, bookkeeping, insurance advisory (disability, malpractice, life, home/renter, umbrella, auto), legal services (contract review, estate planning, incorporation), and physician-specialized student loan management including PSLF and IDR forgiveness optimization.

The operating model is fully distributed: clients are served via virtual consultations and phone across the United States, with a client portal providing account access. Revenue is generated through multiple streams — recurring advisory fees on assets under management, professional service fees for tax and legal work, insurance commissions, and subscription and one-time student loan product fees. Student loan services are structured as a two-tier offering: an Analysis-Only Plan ($400 individual / $700 couple, one-time) and a White Glove managed-service subscription ($3,500 / $6,000 first year with annual renewals of $1,000 / $1,600).

The firm's stated differentiators are physician specialization, fiduciary obligation, and a comprehensive multi-line offering that consolidates a physician's financial life under one advisor. It claims relationships with physicians across 83 hospitals and 80+ medical specialties, ranging from elite academic centers (Harvard, Johns Hopkins, UCSF, Cedars-Sinai, Cleveland Clinic) to community institutions. The company is founder-owned with no disclosed institutional capital, is privately held, and reports no acquisitions, partnerships, patents, or external funding in the available source material.

Name

Hippocratic Financial Advisors

Legal name

Hippocratic Financial Advisors, LLC

Website

https://hippocratic.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Hippocratic Financial Advisors is a privately held, SEC-registered fiduciary financial advisory firm that delivers comprehensive financial care — investments, tax, insurance, legal, and student loan management — exclusively to physicians across the United States via virtual consultations.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Physician financial planning
• Fiduciary wealth advisory
• Student loan management
• Medical professional insurance
• Retirement planning services

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fiduciary financial advisory services for physicians including investments, 401K management, benefits help, financial planning, and retirement planning. Revenue generated through advisory fees.
2. Tax & Accounting Services: Tax planning, tax preparation, and bookkeeping services for physicians. Revenue generated through professional service fees.
3. Insurance Services: Insurance products including disability, malpractice, home/renter, life, umbrella, and auto insurance for physicians. Company receives commissions from insurance products.
4. Legal Services: Legal services including contract review, estate planning, and incorporation services for physicians.
5. Student Loan Analysis-Only Plan: One-time fee for personalized in-depth review with student loan expert, advice and recommendations tailored to financial goals, loan forgiveness optimization, and tax planning advice. Individual: $400; Couple: $700. Credited toward White Glove Service if upgraded.
6. Student Loan White Glove Service: Comprehensive loan management done for the life of the loan. Includes initial consultation features plus managing all paperwork and administrative support, issue resolution with loan servicer, support with loan consolidation, repayment plan changes, income recertification. Individual: $3,500 first year, $1,000/year renewal. Couple: $6,000 first year, $1,600/year renewal.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Hippocratic Financial Advisors is a registered fiduciary investment adviser that provides physician-specialized financial care, including financial advising (investments, 401(k), retirement planning), tax and accounting, insurance advisory, legal services, and student loan management. The firm serves medical students, residents and fellows, and practicing physicians across the United States through fully distributed virtual consultations delivered from its Westlake Village, California headquarters.

Product overview

Hippocratic Financial Advisors is a physician-focused financial advisory firm offering a comprehensive suite of services rather than a unified software platform. The core offerings include Tax & Accounting Services, Insurance Services, Legal Services, Financial Advising Services, and Student Loan Management Services. Student loan services are delivered through two distinct sub-products: the Analysis-Only Plan (a self-service consultation model at $400 for individuals/$700 for couples) and the White Glove Service (a full-service managed model at $3,500 for individuals/$6,000 for couples, with annual renewals). A Client Portal provides account access for members. The company operates as a fiduciary investment adviser registered with the SEC, serving physicians throughout the United States via virtual consultations from their California headquarters.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advising Services Comprehensive financial planning services for physicians covering investments, 401(k) management, benefits optimization, financial planning, and retirement preparation following modern portfolio theory. Targeted at practicing physicians and physicians in transition.
• Tax & Accounting Services
• Insurance Services
• Legal Services
• Student Loan Management Services
• Student Loan Analysis-Only Plan One-time personalized in-depth review with a student loan expert providing advice and recommendations tailored to financial goals, loan forgiveness optimization, and tax planning advice. Designed for individuals who prefer to manage their loans themselves. Priced at $400 individual / $700 couple, with credit toward White Glove Service if upgraded.
• Student Loan White Glove Service

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• White Coat Investor: Direct peer that built a physician-focused financial education platform and affiliated advisory services for medical professionals. Highly comparable to Hippocratic given the shared vertical focus on physician clients and integrated approach to financial planning tailored to medical careers.
• Larson Financial Group: Financial advisory firm with a dedicated healthcare professionals / physician specialty practice offering integrated financial planning, insurance, and wealth services. Comparable to Hippocratic in its targeted advisor-led model for medical professionals rather than serving general retail investors.

Broad incumbents

• Edelman Financial Engines: Large independent RIA serving individuals and families across the United States, including a meaningful share of physician clients. Comparable as a fiduciary advisory competing for the same physician wallet share, though it does not specialize in the niche.
• Fidelity Wealth Management: National wealth manager offering dedicated practices for healthcare professionals, including investment management and planning for high-earning physicians. Comparable incumbent competitor for physician wealth and retirement planning dollars.
• Northwestern Mutual: Broad incumbent with a large advisor network that explicitly markets to physicians and high-income professionals with integrated insurance, investment, and financial planning offerings. Comparable as a portfolio-of-services competitor for the same physician client profile.
• Ameriprise Financial: Large national advisor network providing financial planning, investments, and insurance to affluent clients including physicians. Comparable as a broad incumbent offering integrated wealth services that compete for physician households.
• Charles Schwab Wealth Advisory: Major brokerage and RIA providing advisory, retirement, and wealth management to high-net-worth individuals including physicians. Comparable as a scaled incumbent that competes on convenience, brand, and integrated wealth tools.
• Edward Jones: National advisory firm with a large branch-based network serving individual investors and retirees, including high-earning professionals such as physicians. Comparable for the breadth of integrated planning services but lacks a dedicated physician vertical.
• MassMutual Financial Group: Broad insurer and financial services firm with wealth management, retirement, and disability insurance offerings frequently sold to physicians. Comparable for the integrated insurance + investment offering that overlaps Hippocratic's cross-sell strategy.

Emerging players

• Empower Personal Dashboard: Digital-first wealth and retirement platform serving affluent individuals with integrated planning tools and automated advisory. Comparable as a modern, technology-led alternative that could increasingly attract digitally-native physician clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hippocratic

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Hippocratic Financial Advisors