Back Office Financial Advisor Solutions

Let's grow together

We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go; providing a transformative platform of services and solutions to give advisors vision, voice and value.
There for the advisors. There for the journey.

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In business for yourself – not by yourself

Twenty years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor

to advisors. The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.

years ago Bill Sowell started a journey to create a pathway to freedom for advisors. Committed to providing a true independence, he founded a Registered Investment Advisory firm to become the advisor to advisors – offering a flexible and solutions platform along with a broad array of in vestment strategies as well as turn-key back office services.

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We meet you where you are &
take you where you want to go

Ready to BREAK AWAY

We are there for you when it’s time to be in business for yourself – not by yourself. We provide the freedom and flexibility advisors seek.

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Ready for RESOURCES

Our technology stack eliminates back-oﬃce burdens so you can focus on your clients. Our integrated solutions are customized for you — no one-size-fits-all bundles.

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Ready to GROW

We empower you to achieve your goals for growth. We have the experience, resources, capital,and connections to guide you to the next level.

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Ready for a LEGACY

Whether it’s time to retire now or 10 years from now, we help you develop a customized succession plan to realize your unique vision for the future.

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THE SOWELL STANDARD™

THE SOWELL STANDARD™️ MARKS OUR POSITION ON THE JOURNEY. WE STAND BY OUR COMMITMENT
TO MEET ADVISORS WHERE THEY ARE AND TAKE THEM WHERE THEY WANT TO GO,
THROUGH THE INTERSECTION OF THREE PRINCIPLES – FREEDOM, GROWTH AND FLEXIBILITY.

FREEDOM

We believe freedom comes first.

Design your business intentionally — aligned with your vision to serve your clients independently and as a true fiduciary.

GROWTH

We Believe a growth mindset is the way.

Optimize your efforts with our people and solutions – freeing you to focus on nurturing revenue-producing relationships.

PARTNERSHIP

We believe partnership is the right path.

It’s our philosophy and how we do business – embracing true collaboration as the best way forward.

FREEDOM

We believe that freedom comes first. Design your business according to your vision to serve your clients — as a true fiduciary.

GROWTH

We believe a growth mindset is the answer. Our people guide you throughout your journey so you can focus on revenue-producing client relationships. Our relationships are partnerships — we work side by side from day one.

FLEXIBILITY

We believe that flexibility is the way. We provide an unbundled platform of solutions and data portability that allows you to select the services you need to keep your business connected not entangeled.

We are the bridge builders

We help advisors see an independent and prosperous future and guide them through the entire journey.

Market Commentary

Stock Buyback— Intrinsic Value Matters

Stock buyback has become an increasingly popular choice for companies to return money to their shareholders tax-efficiently. In a buyback, the repurchased shares will go into inventory and reduce the...