Our advisors have entrusted us with $4B of their clients’ assets. They’ve done this because they know that our RIA is run lik ... e the rest of our firm: as a partnership. Many other platforms will label you as a number because they see your relationship from a vendor’s point of view. Our hybrid and fee-only advisors utilize AdvisorNet Wealth Management’s RIA because they know the level of service and support they get through our team is the same high level of support they get through the rest of the firm. It’s a partnership. Our objective is to help you run a better business, as defined by you. That may mean practice growth, the transition of assets into an advisory structure, or management of your business to match the lifestyle you have earned. So while we won’t tell you how to run your business, we will give you the options to run it. With a choice of 5 leading custodians, you choose where the assets are held. Some of our advisors have explored creating their own RIA. And after they compared the resources needed to effectively support that business, they realized the margins aren’t worth it compared to utilizing our RIA, because we have priced it from an advisor’s – the business owner’s – point of view. Leveraging our RIA gives you access to the resources you need to complement your business. Whether it’s the legal and compliance expertise, or the depth of our human resources team to help extend that support as your HR “director”, the Circle of Service we’ve created to support all advisors within AdvisorNet is a value-add you get with your affiliation. Our partnerships with the strategic partners you would expect power our platforms, such as eMoney, Redtail, Salesforce, MoneyGuide Pro, FinLife, Riskalyze, and Black Diamond. read more
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