Which are the licensed investment advisors in Kenya?

If you’re looking to grow your wealth or make smarter financial decisions, you’ve probably asked: which are the licensed investment advisors in Kenya?

Working with a licensed advisor helps you make informed investment choices, manage risk, and plan for long-term financial goals.

Quick Answer

There are 22 licensed investment advisors in Kenya, all regulated by the Capital Markets Authority. These firms provide financial planning, investment advice, and wealth management services.

How to choose a licensed investment advisor in Kenya (Step-by-step)

Step 1: Confirm CMA licensing

Always ensure the advisor is approved by the Capital Markets Authority.

Step 2: Assess your financial goals

Determine whether you need:

• Wealth management
• Retirement planning
• Portfolio diversification
• Business investment advice

Step 3: Evaluate experience and expertise

Choose advisors with:

• Strong market knowledge
• Proven track record
• Transparent advisory approach

Full list of licensed investment advisors in Kenya

Here is the complete list of licensed investment advisors in Kenya:

1. Bora Capital Limited
2. Deloitte Financial Advisory Limited
3. Lifestyle Management Limited
4. Price Waterhouse Coopers Associates
5. The Profin Group Limited
6. Liaison Financial Services Limited
7. Ayesfield (Kenya) Limited
8. Synesis Capital Limited
9. AFG Wealth Kenya Limited
10. Riscura Solutions (Kenya) Limited
11. Private Wealth Capital Limited
12. Waanzilishi Capital Limited
13. Salus Wealth Management Limited
14. Vedman Capital Limited
15. Virtual Capital International Limited
16. Waugh McDonald Wealth Management Limited
17. Tim Walsh Advisory Services
18. Mirova Sunfunder East Africa Limited
19. Prime Limited
20. Entrust Advisory Limited
21. CPF Capital and Advisory Limited
22. Moran Capital Management Limited

Extra tips when choosing an investment advisor

• Check fees and commission structure
• Ensure transparency in advice
• Ask about risk management strategies
• Review past performance and case studies
• Choose advisors aligned with your financial goals

Common mistakes to avoid

• Working with unlicensed advisors
• Ignoring fees and hidden charges
• Not understanding investment risks
• Following trends without research
• Failing to diversify investments

FAQ: Investment advisors in Kenya

1. Who regulates investment advisors in Kenya?

They are regulated by the Capital Markets Authority.

2. What does an investment advisor do?

They provide financial guidance, analyze investment options, and help manage portfolios.

3. How many licensed investment advisors are in Kenya?

There are currently 22 licensed investment advisors.

Conclusion

Knowing the licensed investment advisors in Kenya helps you make informed financial decisions and grow your wealth safely. The firms listed above are regulated and experienced in providing professional investment advice.

Take your time, compare options, and choose an advisor that aligns with your financial goals.