Better Advice, Better Together
Join one of the fastest-growing national RIAs in the country, which has been championing advisor independence since 1989
Decades of Insight, A Future of Innovation
Advisor Founded. Established in 1989, WealthPlan's leadership brings decades of experience in the independent space. Each leader has either run or currently runs an advisory business, ensuring a deep understanding of your needs.
Advisor Funded. At WealthPlan, we firmly believe in a self-funded growth strategy, steering clear of the pitfalls that come with selling out to Wall Street. Your independence matters, and we're here to defend it.
Advisor Focused. We're dedicated to fueling the growth of entrepreneurial financial advisors. Our platform thrives on constant innovation, testing new business approaches, and pushing the boundaries in practice management, technology, and scalability.
WealthPlan Partnership Opportunities
Discover flexible affiliation and acquisition options designed for entrepreneurial financial advisors.
01:
Advisor Network
Seamlessly integrate with our platform, maintaining complete ownership of your practice and brand, while receiving the necessary support for growth.
02:
Minority Partnership
Maintain control of your practice and benefit from a capital injection, a higher payout, and added support for growth from a national brand..
03:
Majority Partnership
Ensure a successful exit with an RIA dedicated to your clients' well-being. Our innovative acquisition structure offers the choice between immediate financial freedom or the chance for a second exit opportunity by growing with us.