ap-header.jpg
 
 

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.
 

page_1.png

Growth

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

page_2.png

Ownership

Own your book of business and enjoy complete financial control.

page_3.png

Simplicity

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

page_4.png

Experience

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

page_5.png

Resources

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

page_6.png

Transition Team

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

matter-bg1.jpg
 

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

process-bg1.jpg
process.png
 

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

AdvicePeriod Launched

01/01/2016

AdvicePeriod for 
Advisors Launched

AdvicePeriod for Advisors Launched

08/16/2016

AdvicePeriod Voted #1 Place to Work


The Los Angeles Business Journal selects AdvicePeriod as the best...

04/26/2017

FinTech Breakthrough 
Best Wealth Management Company

FinTech Breakthrough selects AdvicePeriod as the Best Wealth Management Company...

05/13/2018

Inc Magazine Best Workplaces

Inc Magazine - Best Workplaces

09/13/2018

WealthManagement.com’s Innovator of the Year and Best Family Office

WealthManagement.com’s Innovator of the Year and Best Family Office

09/18/2018

Entrepreneur magazine Top Company Culture

Entrepreneur magazine Top Company Culture

 What’s Next

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