WealthSource is a partnered independence platform that serves successful advisors across the United States. Our advisors reclaim their focus, grow their practices, and help more families by tapping into institutional-level platforms and resources — and a community of like-minded peers.
Discover WealthSource Operating System
WealthSource OS is a business management system for financial advisors that connects technology, processes, people and data to drive profitable growth. With WealthSource OS, you will focus on two main activities: meeting with your existing clients, and spending time finding new ones. We will handle the rest.
A Unique
Financial Opportunity
As a WealthSource advisor, through our equity incentive plan you have the option to become an owner of our collective enterprise. We believe that a rising tide lifts all boats — and our partnership agreements are aligned with that belief.
WealthSource provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law