Overview

DON'T MOVE! Who wants to move to a different broker dealer if they don't have to? We are a hybrid practice which is turning the independent wealth management space on it's head. With a presence on multiple BD platforms and RIA custodians, we look to partner with OSJs, advisors, and RIAs who are in growth mode and who want to be on the forefront of the independent wealth management evolution. With growth through recruiting averaging $3B per year (approximately $23M in revenue/year), we have the recruiting resources, experience, capital, and "playbook" to help you grow exponentially and effectively. Do you want to be the largest OSJ on your BD platform? We can help. Would you like to purchase an existing book of business and have immediate equity? We can show you how. Thinking of starting an RIA to partner with your BD business? We are your partners. Are you wanting to aggregate under a new ADV, or partner for synthesized scale and maintain your own ADV? We have the platform.

You know what you want to do. We know how to help you do it. Let's connect.

Last Activity
6 months or more

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