Yanni & Associates Investment Advisors

Name

Yanni & Associates Investment Advisors

Legal name

Yanni & Associates Investment Advisors, LLC

Website

https://yanniassociates.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Investment Management Advisory (RIA) (FSAEAAAB), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Investment advisory services
• Wealth management
• Portfolio management
• Fiduciary financial planning
• Retirement income planning

Headquarters

HQ city

Park

HQ country

Ireland

HQ region

Europe

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: Fee-based registered investment advisor (RIA) providing investment management services. As a fiduciary, YAIA is legally obligated to place clients' interests ahead of its own. Manages various account types including Personal Assets, Trusts, IRAs, Corporate Accounts, Custodial Accounts, 529 Plans, and others.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Yanni & Associates Investment Advisors, LLC provides fee-based registered investment advisory (RIA) services, functioning as a fiduciary legally obligated to place client interests ahead of its own. The firm manages a variety of account types including Personal Assets, Trusts, IRAs, Corporate Accounts, Custodial Accounts, and 529 Plans, with portfolio construction, asset allocation, and ongoing monitoring performed internally rather than outsourced. Services are delivered through a four-step onboarding and ongoing annual review process supported by Charles Schwab custody and the Tamarac client portal.

Product overview

Yanni & Associates Investment Advisors offers a single unified investment advisory service focused on personalized wealth management. The core offering is their Investment Management Services, which encompasses full-service financial planning, asset allocation, and ongoing portfolio management tailored to individual client goals. They serve multiple account types (retirement accounts, trusts, custodial accounts) under one advisory relationship. The firm differentiates through direct internal management without outsourcing, fiduciary commitment, and coordination with other professional advisors (CPAs, estate attorneys, bankers).

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Thorough and ongoing communication to clients

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Tamarac Inc.coreTechnology or IntegrationTamarac provides the client portal platform used by YAIA clients to access and manage their investment accounts online. The portal is accessed via yanniassociates.portal.tamaracinc.com and provides secure account access functionality.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the custodian for client assets. YAIA clients can access their accounts through Charles Schwab Client Access. As a major brokerage firm, Schwab provides institutional custody, trading, and reporting infrastructure for the firm's client accounts.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Facet: A technology-enabled fiduciary financial planning firm serving professionals and pre-retirees, competing for the same mass-affluent clients as YAIA with a lower-cost digital model.

Broad incumbents

• Fisher Investments: A large independent RIA providing discretionary portfolio management to high-net-worth individuals, sharing YAIA's fee-based, in-house management approach at vastly larger scale.
• Buckingham Strategic Wealth: A fee-only fiduciary RIA emphasizing evidence-based, long-term investing without market timing, closely matching YAIA's stated investment philosophy at greater scale.
• Wealth Enhancement Group: A national RIA aggregator offering comprehensive fiduciary wealth management to affluent households, representing the consolidating incumbent category YAIA competes against or could join.
• Creative Planning: A large independent RIA serving high-net-worth clients with investment management and coordinated tax and estate planning, overlapping YAIA's value proposition at national scale.
• Mercer Advisors: A national fee-only RIA providing integrated investment management, tax, and estate coordination, mirroring YAIA's holistic fiduciary offering on a much larger platform.
• Edelman Financial Engines: A large fiduciary RIA providing planning-led investment management to individuals and retirees, overlapping YAIA's target segments with national reach and technology.
• Mariner Wealth Advisors: A large national RIA delivering comprehensive fiduciary wealth management and financial planning, offering the same core services as YAIA but at far greater scale and via active acquisition.

Regional players

• Fragasso Financial Advisors: A Pittsburgh-based independent RIA offering comprehensive wealth management to affluent individuals, directly overlapping YAIA's geography, client base, and fiduciary advisory model.
• Hefren-Tillotson: A long-established Pittsburgh wealth management and investment advisory firm serving similar affluent professionals and retirees in the same metro market as YAIA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

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 Yanni & Associates Investment Advisors