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

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20

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.

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.

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.

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.

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

This is front side content.

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.

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.

Different by design

PEOPLE + PROCESS
We are seeking advisors with a growth mindset who understand that outsourcing tedious tasks is critical to the bottom line. We provide solutions customized for your practice— from all encompassing to à la carte. Our people guide you through process improvements so you can focus on revenue-producing activities.

PERSONALIZATION + PARTNERSHIP Our open-architecture platform allows you to select the services you need, while providing the infrastructure and resources to help you manage and grow your business. Our unbundled platform of solutions is completely personalized with solutions and strategies to match your unique needs. We consider our relationship a partnership, and we are by your side from day one.

POWERED + EMPOWERED
Sowell’s technology is an integrated and robust array of solutions that operate as the backbone of your practice. We connect you with the industry leading technology and, equally important, a team of data and tech experts who help build and strengthen your business. Critical back-office support empowers you to spend the time where it is most valuable — on building client relationships.

We are the bridge builders

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

Our Platform of Solutions

TECH ECOSYSTEM
1:1 tech support, performance reporting + billing

FINANCIAL PLANNING customized, white-labeled solutions

MARKETING
brand + creative development

COMPLIANCE OVERSIGHT
audit support + advertising review

ADVISOR RELATIONSHIP MANAGERS
back- & middle-office support

WEALTH MANAGEMENT
OCIO + FLEX platform

Market Commentary

Chips Act Aims to Capture Shares

The coming week will be marked again by inflation concerns, with investors focusing on the latest U.S. Consumer Price Index (CPI) announcement on Wednesday and the U.S. Producer Price Index...

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Our Partners

Our Partners