NI Advisors

Overview

NI Advisors is a small, corporate independent broker‑dealer that serves individual and family clients. The firm combines brokerage and insurance intermediary activities with fee-based advisory work, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. NI Advisors identifies as a capital allocator and charges clients using a mix of percentage‑of‑AUM, hourly, fixed and other fee arrangements. It is organized under individual ownership and maintains industry affiliations with accountants, insurance companies and real estate brokers. The firm is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices