Partner with SMS
Take Your Business to the next level
How to Utilize Sowell Management
Independence
You retain 100% ownership of your practice
Turn-key Technology Suite
Robust technology tools to help grow your business
Transition Support
Our seasoned team guides your transition process
Custodial Options
E*TRADE, Fidelity, Schwab
& TD Ameritrade
Dedicated Support
IAR/RIA partners have a dedicated support team for account openings and other necessary business functions
Brand Development
Keep your established brand –or– design and integrate a new brand/logo
Compliance Support
RIA partners can utilize Sowell’s compliance services
Asset Management
Leverage the SMS Investment Committee with white-label portfolio strategies, thought leadership, risk management, and manager selection