Robert
Smith
Kovitz Investment Group Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Smith is a financial advisor based in Scottsdale, Arizona, working with Kovitz Investment Group Partners, LLC. Robert has previously worked at Nylife Securities LLC, New York Life Insurance Co, Scottsdale Financial Group, LTD, Tmd Insurance Services, LLC, Tmd Wealth Management LLC, and Kovitz Investment Group Partners, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Robert is part of Kovitz Investment Group Partners, LLC, which operates in Scottsdale, Arizona. The firm has 43 offices and 372 employees. Kovitz Investment Group Partners, LLC manages $31.7 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kovitz Investment Group Partners, LLC Brokerage Details
$31,731,798,984
372
38,915
$815,413
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
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Robert Smith Work History
Kovitz Investment Group Partners, LLC
Tmd Insurance Services, LLC
Tmd Wealth Management LLC
Nylife Securities LLC
New York Life Insurance Co
Scottsdale Financial Group ,LTD
Disclosures
Please visit the SEC profile of Robert Smith 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
Sioux Falls, SD
Greenwich, CT
Deerfield, IL
Englewood, CO
Chicago, IL
Southfield, MI
Pittsburgh, PA
San Diego, CA
The data in this profile was pulled by SmartAsset on 6/4/2025. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
