Partner with Us

Are you new to the “Fee-Only” concept?  Are you currently managing your own client assets and finding it more and more difficult to manage the client relationships AND their assets?   Does your current Broker-Dealer offer you the “Fee-Only” platform that fits your practice and your clients?  We may be the answer you are looking for.

Are you a registered representative looking for a new Broker/Dealer?  Are you a Wirehouse Rep looking to make a break to an Independent Broker/Dealer?  Are you considering setting up your own RIA without a B/D relationship?  We have extensive experience in working with some of the best independent Broker/Dealers in the industry.  We also have Investment Advisor Representatives that are directly affiliated with Sowell Management Services.

Whether you are new to the business or you’ve been around through the many changes in the industry, making the right decisions on how and where to do business is critical.  The experiences that your clients have is a direct reflection on you, so making sure you have partnered with the right companies is one of the most important business decisions you’ll ever make.

The key is to explore your options and make the right decision the first time around.  We can help you make that decision.  Our goal is to provide you with some of the best options available based on your practice and where you’d like to take your practice.

Below are some of the Broker/Dealers we have agreements with, just click on their logo to be directed to their website for additional information.

Further questions; please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it for more information.