We are an independent entity and are “firm agnostic,” covering the entire industry landscape—from the traditional brokerage, boutique, and regional firms, to the entire waterfall of possibilities within the independent broker dealer and RIA space. Our vast network is one of our main differentiators, extending across over 400 distinct entities.

And because we do not accept retainer fees or “buy-side” assignments from any firm, we remain totally objective. Our only mission is to represent YOU: To help guide you in identifying what’s best for you and your clients—even if that results in you choosing to stay with your current firm.