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Advisors, we're looking for you.

Plug your business into our digital platform to earn 70% of client revenue and enjoy full mobility — all while building a valuable asset that you own. Period.

 
 

Earn 70% of client revenue while
enriching all aspects of your practice.
 

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Growth

Spend more time building your business and less time operating it.

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Ownership

Own your book of business and enjoy complete financial control.

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Simplicity

Optimize every aspect of your business with our integrated technology stack.

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Experience

Be confident you’re in the company of industry leaders, including Barron’s #1 ranked Advisor

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Resources

Leverage our team of experts without managing your own employees – pay as you go.

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Transition Team

Our dedicated transition team ensures your onboarding process is quick and efficient.

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What matters most?
A focus on value.

Most advisors focus on manager selection and asset allocation — and offer to give away the planning. As a result, they have little insight into a client’s entire balance sheet. By understanding the factors that impact client wealth, we can change the focus of investors and the services they pay for, to emphasize what matters most:

  • Meeting financial goals

  • Enjoying lifestyle without unnecessary risk

  • Minimizing taxes and controlling costs

 
 
AdvicePeriod

AdvicePeriod

Typical Firm

Typical Firm

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A process built around holistic planning.

Most firms only focus on the tip of the iceberg, asset management. Our approach starts with establishing a client’s wealth plan, including asset allocation, income and estate tax minimization, insurance planning, and general financial oversight. Then, we build a road map and coordinate on the execution of virtually all facets of a client’s financial life, including:

  • Where the client is today

  • Where the client wants to go

  • How we will get the client there

 

A History of Excellence

 
01/01/2014

AdvicePeriod Launched

Steve Lockshin launches AdvicePeriod in Los Angeles

01/01/2016

AdvicePeriod for 
Advisors Launched

The revolutionary platform creates a new model for financial advisors

08/16/2016

AdvicePeriod Voted #1 Place to Work


The Los Angeles Business Journal selects AdvicePeriod as the best place to work in Los Angeles

04/26/2017

AdvicePeriod Awarded Best Wealth Management Company

FinTech Breakthrough names AdvicePeriod Best Wealth Management Company

05/13/2018

AdvicePeriod Named Best Workplace

Inc Magazine names AdvicePeriod as one of the best places to work in the US

09/13/2018

AdvicePeriod Recognized as Innovator of the Year and Best Family Office

WealthManagement.com recognizes AdvicePeriod as Innovator of the Year and Best Family Office among Individual RIA firms

09/18/2018

Awarded Top Company Culture

AdvicePeriod awarded among Top Company Cultures in Entrepreneur Magazine

03/20/2019

AdvicePeriod Named Best Wealth Planning Firm

The Family Wealth Report names AdvicePeriod as the Best Wealth Planning Firm

05/16/2019

AdvicePeriod Named Best Workplace 2019

Inc Magazine names AdvicePeriod as one of the best places to work in the US 2019

 What’s Next

Get in touch to learn more about how we can work together.