Own your business.

Build your brand.

Leverage your potential.

Who We Are

We are a multi-custodial RIA tailored to independent, Series 65 or 66 advisors. Whether you are fee-based or fee-only, we provide a complementary ecosystem of platforms, services, affiliates, and technology for you to leverage, so you can focus on being a fiduciary to your clients. We take on the liability of running the RIA, while you plug in and take advantage of our offering.

A Provided Foundation

  • STRUCTURE
  • ASSET MANAGEMENT
  • BUSINESS TRANSITION
  • ADVISOR NETWORK

Structure

We provide an expansive offering of platforms, services, affiliates, and technology while offering a no-fee structure with a competitive payout for your business.

 

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Asset Management

Utilize a lineup of turnkey asset management platforms while taking advantage of our muli-custodial offering.

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Business Transition

Enhance the business transition experience by taking advantage of our electronic, paperless process.

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Advisor Network

Learn from and network with fellow advisors while participating in study groups, attending our annual conference, or tapping into our Advanced Solutions Group.

$1.6B

AUM

260+

Advisors

44

States

You are someone, not just anyone.
This takes a conversation.

Reduce cost and lessen the liability.

The administrative cost burden and compliance liability associated with running an RIA is substantial, as well as the considerable time it takes, which is time spent away from building your business. You own your book of clients and have the freedom to run your practice as you see fit with no production requirements.

Enable your independence.

Find out how our advisors take advantage of our offering, to support their business. We provide a core lineup of resources, with many ancillary options. Pick and choose what you’d like to use or bring your preferred tools to the table for a custom makeup.

Operate under your own brand and have the autonomy to work the hours you choose, anywhere in the nation.

We believe in human-to-human interaction. Give us a call.

Starting your own RIA is a costly endeavor, not only from a financial perspective. Many advisors underestimate the compliance requirements necessary and the substantial liability that comes with it.

Let us take on that burden for you, as well as manage all the service providers so you can spend your time on what matters.