The shortest path to success is together.

WealthSource is a partnered independence platform that serves successful advisors across the United States. Our partners reclaim their focus, grow their practices, and help more families by tapping into institutional-level platforms and resources — and a community of like-minded entrepreneurial advisors.

Advisors ready for a new start

Advisors ready for a new start

Are you frustrated by compensation changes and outdated technology? WealthSource offers higher payouts, a fiduciary ecosystem that puts clients first, and a comprehensive, fully integrated technology stack. Plus, the benefit of an in-house marketing and practice management team that’s personally committed to support the growth of your business, day in and day out.

Advisors looking to grow

Advisors looking to grow

Looking to add more clients — or better serve the clients you’ve got? WealthSource is committed to supporting advisors with a deep bench of investment and planning experts, access to institutional-grade resources and platforms, and a progressive, cutting-edge marketing and advisor development team. And if you are looking to grow through acquisition, WealthSource will source deals, provide guidance, and arrange financing.

Advisors preparing for an exit

Advisors preparing for an exit

Want to maximize the value of your business and exit on your own terms? Tap into our network of advisors and M&A specialists to build a strategy that’s right for you. And, if you are ready to lock in the value of your business but don’t want to stop doing what you love, explore our “sell and stay” model.

Discover WealthSource One™

Bespoke investment strategies, innovative marketing, and practice management support for the entrepreneurial advisor.

Marketing

Custom-built growth solutions for the modern advisor

Technology

An ecosystem of integrated technology and tools

Investments

Access to sophisticated investment strategies

Compliance

Flexible yet comprehensive compliance support

Succession Planning

Maximize the value of your practice and maintain control

The Path to Partnership

Introductory Call

Start the conversation with a member of the WealthSource team. Share your vision. Bring your questions.

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Advisor Profile

The WealthSource Advisor Profile process is digital, dynamic, and iterative. From P&L analysis to expert due diligence, we explore what partnership might look like — for both of us.

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Demo WealthSource One™ Platform

Tour the bespoke WealthSource One™ Platform which will help you bring a comprehensive wealth management experience to your clients — and deliver practice management insights that will fuel your growth.

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Intro to Current WealthSource Partner

Meet with a current partner for personal insight into one advisor’s experience with the transition, onboarding, and life at WealthSource.

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Partnership Meeting

Spend a day with us getting to know our multidisciplinary leadership team — and exploring what partnership would mean for you, your clients, and your people.

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Draft Partnership Agreements

Finalize deal terms and sign agreements. Work with the transition support team to prepare for smooth onboarding.

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Partner Success Stories

A truly aligned interest

“I was looking for a place where I could build my practice, have a hand in designing the client experience, and share in the growth of the firm. WealthSource offers a path to equity ownership of the entire enterprise — which aligns partner interests at every level.”

-Bob Gavlak, CFP®, Columbus, OH

A committed executive team

“In this industry, advisors are accustomed to principals who say they want to help you grow — while they are really out to make money for themselves. WealthSource doesn’t treat me as a profit center. I get to own my book of business, run the practice my way — and lean on the corporate team for investment management, compliance, and operations.”

-Andrew Davis, Thousand Oaks, CA

A Unique Financial Opportunity

As a WealthSource Partner, 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.

When we grow, you grow.
Learn More About Partnership

WealthSource Partnership Team

Patrick Brewer, CFA

President

Jon Dubravac

Chief Business Development Officer

Jeff Brewer, CFP®

Director of Advisor Partnerships

Start the Conversation

Let’s talk about how we can help you grow your practice and improve your quality of life.

Schedule a Call

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.