INDEPENDENT AND BREAKAWAY ADVISORS
At Avestar, we work with independent financial advisers to help you better understand your finances and empower you with independent, unbiased, and unrestrictive advice. Our advisors have the freedom to do what’s right for their clients. We offer a complete suite of technology and resources, such as turnkey resources, scale economies, strategic direction, sector expertise, and an operational safety net for advisors, so they can be successful and grow their practice. As an independent advisor, you also have the freedom, flexibility, and control necessary to provide the clients with the best. Our advisers are partners, not subordinates, and have full authority to make crucial choices
Top-performing advisors prefer the convenience and flexibility that independent wealth management offers when compared to the red tape and constraints of the traditional wire houses and banks. By joining an existing registered investment advisory firm (RIA), they get to operate as their own business. Our pool of financial advisors includes breakaway advisors from reputed brokerage firms and wire houses. We do the hard work, so they can focus on what they do best – advising clients and recommending portfolios. We help them start their own firms and grow their client relationships. They operate independently and are fully empowered to make important decisions.
How we help Independent Advisors
While most independent advisors benefit from the independence of their practice, they also need support to expand the business in a sustainable manner. These tuck-ins allow these advisors to retain their independence and access the unique solutions we offer. We provide these independent advisors with access to our operational and technology platform, along with our value-added support solutions, such as brokerage, investment services, family office services, and more.
Exits can be tricky. Most independent advisors make succession plans for retirement. However, they also have an option to sell and either partially or completely exit the business. We have our own valuation services that help advisors best determine their next step. We connect registered investment advisors looking to exit with another partner firm looking to acquire. Another option is that we do a partial or complete acquisition ourselves. We do our best to ensure that all parties benefit and achieve their desired outcomes.
How we help Breakaway Advisors
We ensure an optimal and efficient setup for each new firm we onboard. Once in, you can access our full suite of financial and advisory services, along with ongoing operational support and be a part of a larger community of fellow elite partner firms.
- Investment Solutions
- Alternative Investments
- Financial Technology
- Lending Solutions Coordination
- Research, Reporting, and Analytics
- Tax Planning Coordination
- Insurance Services
- Family Office Services and Finance
- Legal Coordination
- Practice Management
- Communications
- Marketing and Design
- Media Relations
- Transitions
- Financial Planning Coordination
- Practice Analytics and Metrics
- Accounting and Finance
- Legal
- Human Resources
- Real Estate Coordination
- Operation
- Infrastructure Technology
- Compliance
- Investment Solutions
- Alternative Investments
- Financial Technology
- Lending Solutions Coordination
- Research, Reporting, and Analytics
- Tax Planning Coordination
- Insurance Services
- Family Office Services and Finance
- Legal Coordination
- Practice Management
- Communications
- Marketing and Design
- Media Relations
- Transitions
- Financial Planning Coordination
- Practice Analytics and Metrics
- Accounting and Finance
- Legal
- Human Resources
- Real Estate Coordination
- Operations
- Infrastructure Technology
- Compliance
