We are an OSJ who serves over 190 Independent Financial Advisors with branch offices in 31 states. These advisors have over 10 Billion in Assets Under Administration as of 8/31/2023 and generate approximately $56 million in annual gross revenue. While each of these advisors owns and runs their own business, we have assembled a team of industry professionals who are dedicated to supporting you protect and grow your business, while serving your clients more efficiently.
We are constantly looking for ways to help independent advisors be more efficient and give you back time to grow your business and work with your clients. In doing that we have identified key areas that our team can help compliment your business. A dedicated Compliance Associate to help you meet your regulatory requirements, while protecting your clients and business. A Business Processing Concierge to handle back office needs and provide staff training. Access to a national PEO for your employees, so you don’t have to run payroll or set up benefits for your employees. We do all this, while providing you with peer-to-peer networking opportunities to share best practices with other advisors who are running similar firms to yours across the country.
All the advisors affiliated with our OSJ choose to do so because of the value and support that we provide to their businesses combined with the top independent payouts. If you choose to work with us you can count on complete independence and 100% equity in your business, with community, networking, and camaraderie that comes with being part of a larger organization, because while owning your business is rewarding, you don’t need to do it on your own.