Ally Invest Advisors Inc.
Ally Invest Advisors Inc. is an SEC-registered investment adviser headquartered in Charlotte, North Carolina. Founded originally as One Market Advisors, LLC in 2012 and later reorganized, the firm is wholly owned by Ally Invest Group Inc., a subsidiary of Ally Financial Inc. Ally Invest Advisors specializes in providing discretionary asset management to retail investors, primarily through digital advisory (robo) platforms and personal financial advice. With approximately 12 employees as of early 2025, the firm manages investment portfolios for more than 70,000 individual retail clients across the United States.
Investment Strategy
Ally Invest Advisors focuses on offering diversified, long-term investment strategies tailored to the risk profile and financial goals of individual clients. Investment portfolios, based primarily on ETFs, are constructed using asset allocation models and are differentiated as Foundational Portfolios (offering broad stock/bond diversification and income yield), Impact Portfolios (targeting ESG objectives), and Thematic Portfolios (emphasizing specific investment themes). All portfolios are discretionary and managed for clients of varied risk tolerance, with recommendations based on clients’ personal financial circumstances and goals.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.31% | $299.1M | 481,691 | $380.61 | $620.90 | +$35.4M |
V VEA | VANGUARD TAX MANAGED INTL | 19.96% | $256.0M | 4,490,716 | $38.77 | $57.01 | +$27.3M |
B BNDX | VANGUARD CHARLOTTE FDS | 7.96% | $102.2M | 2,063,311 | $54.96 | $49.51 | +$3.8M |
I IEF | ISHARES TR | 6.70% | $86.0M | 897,827 | $109.85 | $95.77 | +$1.6M |
I IJH | ISHARES TR | 6.47% | $83.1M | 1,339,430 | $43.38 | $62.02 | +$9.1M |