Tools for Transition

Advisor independence no longer synonymous with ownership

According to the 2015 InvestmentNews Compensation & Staffing Study, independence is no longer synonymous with ownership as employee advisers now outnumber owners at independent advisory firms.

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Featured Companies

Intrinsic Investors

Wauwatosa, WI

Intrinsic Investors, LLC is a Registered Investment Adviser whose advisors are affiliated with Commonwealth Financial Network®. Our investment practice is primarily advisory (fee based) in nature while providing full brokerage services through Commonwealth...

Securities Service Network

Knoxville, TN

Securities Service Network is a competitive independent broker dealer and Registered Investment Advisor (SSNAI) with one of the highest payouts in the industry. This Knoxville, Tennessee based company also provides fanatical service - some might say,...

Premier Wealth Management, Inc.

Mechanicsburg, PA

Premier Wealth Management, Inc. ™ is a full-service financial firm dedicated to finding and contracting new representatives who can add value to our already existing team of top-notch financial professionals. Our goal is helping our representatives...

Pershing Advisor Solutions LLC

Jersey City, NJ

At Pershing Advisor Solutions, our mission is to help large, growth-minded advisors maximize the value of their businesses—and excel at serving their sophisticated, high-net-worth clients. As the New Model Custodian, we have rebuilt our business from...

Golden State Wealth Managment

Irvine, CA

Golden State Wealth Management combines the support found in a traditional wirehouse environment with the flexibility and freedom of independent business ownership. Our firm empowers advisors to take their practice to the next level by creating a...

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