Our Services for Advisors

How We Can Help

Our slate of services is built on one governing principle: Even with independence, great technology, and robust resources, advisors still need support managing their practices and teams. And they don’t want to do it alone.

Our Network Partners

Fidelity's Clearing & Custody Solutions®

Fidelity is our custodian. They work with nearly 13,500 advisory firms and brokers across the country and oversees $4 trillion in assets under administration (as of June 30, 2021). We have full access to Fidelity’s research, concierge service for optimal trading execution, and open architecture for investment selection.

Premier Brokerage

Premier Brokerage is an independent insurance agency that provides access to insurance solutions, case design and support, illustrations and underwriting. Its important that our advisors have access to a wide array of solutions for their clients, along with support around implementation.


PKS is a broker-dealer with over 600 offices and more than1,600 Registered Representatives. It is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board. Our partnership with PKS enables us to handle legacy business and offer a wide array of brokerage solutions, if necessary.