RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business


One of the primary objectives of Sowell Management, a privately held Registered Investment Advisor that serves financial advisors nationwide, is to lead the charge in delivering innovative solutions that foster growth and scale faster. The company is doing just that with the recent launch of FLEX Connect, its end-to-end technology solution that empowers financial advisors through every stage of the wealth management life cycle.

Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners. The project has been in the works for almost two years and is being well received by its clients

Sowell Management Grows Organically, Ahead of RIA Curve


The writing is on the wall for Registered Investment Advisors (RIAs) that aim to sustain the growth they have experienced in recent years. For most RIAs the majority of recent growth has come from market appreciation and accelerating merger and acquisition (M&A) activities, not the true organic growth from new client acquisition. But the recent slowdown in M&A growth has firms turning back to the basics and focusing on organic growth, according to David DeVoe, an RIA growth consultant.

Understanding RIA Compliance

Launching a solo advisory firm can be intimidating due to compliance management. Since you must complete many compliance tasks each year, we’ll walk through the ins and outs of creating your compliance calendar. This calendar can help you systematize and manage compliance tasks, requirements, and deadlines. As a solo Registered Investment Adviser (RIA) owner, you’ll […]

Sign up for the Sowell Sponsored Golf Event at TPC Four Seasons Golf & Sports Club

Limited space is available. Tee time is Friday, April 22 at 2 pm. Remember to book your hotel and air travel accordingly. Sowell will cover the cost to rent resort clubs, if needed.

Download the Journey Roadmap

Download the Journey Roadmap

Sign up for the
Sowell Summit Event

(Please be sure to click the link on the web page to book your room)

Thank you for registering!

You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.