Create an Advisory Business Without Compromise.

Access a low-cost TAMP platform, integrated technology suite, and robust investment solutions, all bundled with personal service, to introduce new efficiencies into your firm.

Advisor Investment Solutions, powered by WealthPlan

Our comprehensive asset management platform puts you at the center. Leverage our outsourced CIO capabilities or use the WealthPlan Smarter Portfolios to give yourself an edge while keeping control of investment decisions.

A Trusted Name in Wealth Management

+
Accounts
$ Billion
AUM
+
years of experience

Outsmart Your Competition with Smarter Portfolios

Simplify your investment process while evolving your ability to make better decisions. With the ability to build your own models, subscribe to third-party strategists, or leverage our customizable risk-based and income-focused Smarter Portfolios, you’ll find the right portfolio for every client’s needs.

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The Industry's Most Integrated Technology Suite

Give your team a unified technology experience with our trusted partners. Our recommended technology suite eliminates duplicate workflows, trims excess cost, and supplies the tools you need to offer enhanced advice to clients.

Join WealthPlan and Invest in Yourself

Growth can be difficult (and lonely) for independent advisors. The WealthPlan Advisor Growth Committee solves those issues with a collaborative, advisor-driven coaching program. You’ll learn from your peers in an open, family-oriented environment.

Build your business like you can with no other turnkey asset management solution.