1

Your partner in

independence.

We’re here to set advisors free with a comprehensive team approach that allows you to serve your clients your way, grow unrestrained and create your own Sowell experience.

Your Partner in

independence

Sowell’s FlexConnect platform provides you with customized solutions to your challenges.

Why Partner with Sowell

YOUR

vision

Accelerate Your Growth
with our transformative platform of services

YOUR

voice

Spend More Time Doing What You Love
while we handle back-end challenges

YOUR

value

Build Lasting Relationships
that start with transparency and are sustained with suppor

Accelerate Your Growth
with our transformative
platform of services

Spend More Time Doing
What You Love
while we handle back-end
challenges

Build Lasting Relationships
that start with transparency and are sustained with support

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.

EXPERIENCE

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 partnership.

Freedom comes first.

Shape your business with purpose, reflecting your vision to serve clients on your terms, while outsourcing to a team of professionals to unlock growth.

Growth is the way.

Scale your growth with our people and solutions – freeing you to focus on nurturing value-producing relationships.

Partnership is the growth path.

It’s our philosophy and how we do business – working alongside advisors to scale, evolve, and thrive through the power of true collaboration.

ACHIEVE

Your journey awaits.

DISCOVERY

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ADVISOR SERVICES

We support advisor independence with a comprehensive team approach.

Sowell’s Advisor Services Team surround you with supported independence. From the start, we provide a dedicated full-service Business Transition Team to guide and administer your transition underneath the Sowell umbrella. Our Advisor Solutions Team supports you in all facets of your transition & ongoing operations of your wealth management business.

From our Data & Technology Team to our Billing & Accounting Team and Compliance Team, Sowell has experienced professionals ready to serve and support you.

WEALTH SOLUTIONS

We transform “me” to ”we,” elevating wealth management from outsourcing to insourcing.

Sowell’s Wealth Management Team helps you scale with confidence by turning isolation into partnership. By insourcing our institutional-quality investment expertise, award-winning research, integrated CIO platform, and dedicated financial planning support, you gain the efficiency and depth to serve clients better and grow your business. Our flexible, curated strategies are designed to evolve with your firm and address your clients’ changing needs. We help you deliver more than investment returns by supporting the kind of holistic guidance clients expect today.

GROWTH CONSULTING

We guide advisors toward sustainable growth and a lasting legacy.

Sowell’s Growth Consulting Team delivers services and guidance to help you balance running a financial advisory firm with building a thriving business. And when you’re ready to discuss your legacy, Sowell offers the tools and expertise to guide you through Business Succession, Contingency Planning, and M&A.

Whether you’re breaking away and getting started, or have an established brand and want to grow, our Marketing, Public Relations, and Communications Team has a proven process to support you.

Our Relationship Management Team can enhance your experience through industry best practices, networking events, and access to like-minded advisors.

Our approach includes Sowell Insurance Services—offering comprehensive insurance solutions as a powerful driver of client growth and business value.

BOOST CLIENT CONFIDENCE
WITH MARKET INSIGHTS

Deliver timely, curated market updates with our expert weekly commentaries—ready to white-label and strengthen your client communications.

At its July 2025 meeting, the Federal Reserve held rates steady—not due to actual inflation, but in anticipation of tariff-driven pressures. This op-ed explores how the Fed’s shift toward preemptive policy may signal a drift from its dual mandate and undermine the institution’s data-driven credibility.

Your partners for growth.

Your path to freedom starts here.

While you retain control over the decision-making process, our team planning approach ensures that you make the right moves at the right time. Important details like compliance, legal documentation, custodial engagement and re-papering accounts are handled by our team of experts.

Once we’ve outlined a clear plan for your new business, Sowell assumes the role of executing it. We prepare and process all of the transition-related paperwork.

Our advisor solutions team walks you through the transition process step-by-step. From team introductions to onboarding, training and account processing, we assist with all administrative tasks so you can focus on servicing your clients.

After your transition to independence is complete and your business is operational, we handle all the background tasks including billing, operations management, technology and compliance.

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.

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Download the Journey Roadmap

Download the Journey Roadmap

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Sowell Summit Event

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