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.
Are you frustrated by compensation changes and outdated technology?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.
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.
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.
Bespoke investment strategies, innovative marketing, and practice management support for the entrepreneurial advisor.
Custom-built growth solutions for the modern advisor
An ecosystem of integrated technology and tools
Access to sophisticated investment strategies
Flexible yet comprehensive compliance support
Maximize the value of your practice and maintain control
Start the conversation with a member of the WealthSource team. Share your vision. Bring your questions.
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.
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.
Meet with a current partner for personal insight into one advisor’s experience with the transition, onboarding, and life at WealthSource.
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.
Finalize deal terms and sign agreements. Work with the transition support team to prepare for smooth onboarding.
“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
“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
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.
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.