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Your bridge

awaits...

Are you an advisor looking for an independent and prosperous future?
Let us be your partner.

Your bridge

awaits...

Are you an advisor looking for an independent and prosperous future? Let us be your guide.

In business for yourself not by yourself.

EXPLORE

Pick your pathway to
freedom.

RIA

IAR

W2

1099

JOIN A PARTNER

MINORITY INVESTMENT

ACQUISITION

Dynamic

Maintain full ownership of your business and your existing state or SEC registration. Partner with Sowell for access to our services and economies of scale with providers and custodians.

EXPLORE

Pick your pathway to freedom.

IAR

Join Sowell as an Investment Advisory Representative (IAR) of our RIA. Maintain full ownership and control of your client relationships while Sowell handles everything but the client.

W2

Enjoy the stability of employment while becoming part of a dynamic team. You’ll have full access to our platform, investment strategies, and support services—without the burden of running your own firm. Focus on serving clients while we take care of operations, compliance, and infrastructure.

RIA

Maintain full ownership of your business and your existing state or SEC registration. Partner with Sowell for access to our services and economies of scale with providers and custodians.

1099

Operate as an independent contractor with Sowell. Maintain full ownership of your client relationships while accessing our platform, support, and resources, including compliance, technology, and investment management. Enjoy the freedom of independence with the backing of a trusted partner.

JOIN A PARTNER

Join one of the many IAR or RIA Partner Groups as an advisor. By joining a Partner Group already affiliated with Sowell, you can focus on the part of the business you love backed by the support of Sowell and the Partner Group.

MINORITY INVESTMENT

Looking for a longer-term succession solution? Or perhaps an infusion of capital? Sowell has several options for RIAs or IARs looking to take some chips off the table but continue to participate in growth.

ACQUISITION

If you are ready to sell your business, Sowell has multiple options for any IAR or RIA looking for a succession plan that can help you transition to retirement while taking care of your clients and staff.

CONNECT

We listen to advisors and meet them where they are.

Unlocking advisor potential the Sowell Way — meeting you where you are and taking you where you want to go by providing a transformative platform of services and solutions that give advisors vision, voice and value.

Sowell is there for the advisors. There for the journey.

And advisors have plenty to say…

I think the willingness for each party to want to help each other be successful has been key to a really good partnership.

–Stephen Carter, Weaver Capital Advisors

Sowell’s solutions, some of which we hadn’t considered, greatly expanded our capabilities.

–Scott McManus, Cayucos Wealth

We met Sowell through a partnership and immediately it just felt different–these are people we can really partner with and grow.

–Joyce M. Cool, Wealth Management Partners

The people on this page who are providing a testimonial are investment advisor representative(s) (“IAR”) registered with Sowell Management, and are not being compensated for sharing their opinion and experience with Sowell Management. Our IARs do and may receive compensation through advisory and financial planning fees. Any compensation creates a conflict of interest and our IAR’s comments may not be representative of any other person’s experience with the firm. A testimonial is not representative of the experiences of other clients and is no guarantee of future performance or success.

THERE FOR THE ADVISORS

THERE FOR THE JOURNEY

Start your journey

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