Maximize Your Wealth Advisory Success Today!
Here's a quick overview of an opportunity that may be worth a conversation- especially if you’ve ever thought about having more control, stronger economics, and true ownership of your business.
Our affiliate was built specifically for experienced, successful advisors who want to take their career and practice to the next level.
Firm Growth Snapshot:
- AUM: $1.5B at launch (2023) → $4.5B in 2025
- Revenue: $9MM in Year 1 → $25MM in 2025
- Advisors: 8 at launch → 22 today
Economics:
- Payouts start at 80%
- Advisors are granted equity in the firm upon joining, with additional shares issued as their practice grows
- Profit distributions provide additional long-term upside
- Non-producing ownership structure (fully aligned with advisor success)
What This Means for You:
- Full ownership of your book of business
- Complete autonomy to run your practice in a way that best serves your clients
- Independent branding—build your name, not the firm’s
- Significantly improved long-term economics and enterprise value
Support & Infrastructure:
- Dedicated transition team to move your book efficiently
- Full marketing support to help accelerate growth
- Strong, modern tech stack
- Robust platform with access to the full suite of products and resources
This model tends to resonate most with advisors who want to operate like true business owners- while still having institutional-level support behind them. The common refrain from our advisors is: "I wish I'd done this years ago."
If you have ever considered breaking away from the corporate world, we welcome the opportunity to confidentially discuss your goals.
If you’re open to a quick, confidential conversation, we’d be happy to share more detail and explore whether it aligns with what you’re ultimately looking to build.
How To Claim Wealth Advisory Success!
True Ownership
Our advisors own 100% of their business and maintain their autonomy. Providing turnkey solutions to support the vision for our advisor's business in every way, without compromising independence.
World-Class Resources
Our advisors have the resources to help solve the complex issues that come with wealth. We have access to subject matter experts for wealth planning and investment management, alternative investments, and lending through our affiliates.
Focused on Results
The common refrain from our advisors is:
"I wish I'd done this years ago."
If you are thinking through the decision to go independent, we welcome the opportunity to confidentially discuss your goals.
Transition Capital
In joining our affiliate organization, advisors have access to deals that are extremely competitive and consistently among top packages in the industry.
Growth Partnership
Growth Partnership
Our affiliate team & Financial Advsor Network offers additional partnership with long-term growth capital to help advisors scale their businesses and achieve their goals.
Transition Team
Growth Partnership
We partner with the foremost specialists for comprehensive on-site support throughout the transition process. Our affiliate team and Financial Advisors Network has performed hundreds of successful protocol and non-protocol transitions.
Supporting Wealth Advisors with:
FINANCIAL OPERATIONS
FINANCIAL OPERATIONS
FINANCIAL OPERATIONS
MARKETING
FINANCIAL OPERATIONS
FINANCIAL OPERATIONS
BUSINESS OPERATIONS
FINANCIAL OPERATIONS
REGULATORY & COMPLIANCE SUPPORT
RECRUITING & HUMAN RESOURCES SUPPORT
CAPITAL, VALUATIONS & SUCCESSION
Maximize Your Wealth Advisory Business Potential
A turnkey solution for advisors who want the benefits of independence with the resources of a top-tier wealth management firm.
- $4B independent firm founded in 2023 by former wirehouse advisors
- Advisors maintain 100% ownership of their clients with top-tier payouts and equity participation
- Full-service platform with lending, alternatives, IPOs, and a world-class tech stack
- Competitive benefits including health, pension, and 401(k)
