Tools for Transition

So you want to become an adviser? Don't overlook the little guys.

What prospective employers at small and mid-sized firms are looking for and why they need to hire you.

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Featured Companies

LPL Financial

Boston, MA

LPL Financial is one of the nation's leading financial service organizations and a publicly traded company under ticker symbol LPLA. Supporting more than 17,000 financial professionals, we enable the independent financial advisor to focus on their clients...

Flagship Harbor Advisors

Boston, MA

Flagship Harbor Advisors (, established in 2010 as a collective of veteran financial professionals, seeks to maximize the impact of operating on an independent platform while leveraging the advantages of a being a large group. ...

Artifex Financial Group

Dayton, OH

Artifex Financial Group is an independent RIA with offices in Dayton, Cincinnati and Columbus Ohio. We offer total wealth management including investment management, tax planning and preparation, comprehensive financial planning, estate planning and...

Investacorp Inc.

Miami, FL

Investacorp is an independent financial services firm headquartered in Miami, Florida. Our company was founded in 1978 with one specific mission - to optimize the time, talent and entrepreneurial spirit of independent financial advisors. Investacorp’s...

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