Bryan
Engler

Kovitz Investment Group Partners, LLC

CRD#6109079
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bryan Engler is a chartered financial analyst based out of Scottsdale, Arizona, with 4 years of relevant experience. Engler is an employee of Kovitz Investment Group Partners, LLC. During their career, the advisor has held roles at Greak Lakes Advisors and Kovitz Investment Group Partners, LLC. Engler is registered to operate in Illinois. Kovitz Investment Group Partners, LLC is an advisory business operating out of Chicago, IL. The firm has offices in seven locations and a total of 92 employees. It manages $7 billion in assets under management between its 6,927 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 42 charities and foundations. Of its 6,927 client accounts, 58% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Kovitz Investment Group Partners, LLC may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees, Others

Office Location

Scottsdale, AZ

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$7,293,644,752

AZ Average: $6,674,516,078
Total Number of Employees

92

AZ Average: 44
Total Number of Accounts

6,927

AZ Average: 2,564
Average Account Size

$1,052,930

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Bryan Engler Work History

Bryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kovitz Investment Group Partners, LLC

2011 - 2019 (8 years)

Greak Lakes Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Engler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kovitz Investment Group Partners, LLC

Mitchell Hamer
Chicago, IL
Zachary Tart
Aliso Viejo, CA
Joel Hunter
Chicago, IL
Michael Marciszewski
Chicago, IL
William Lee
Chicago, IL
Geoffrey Brown
Chicago, IL
Kendall Navin
Chicago, IL
Jesse Stumpf
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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