RIA Solutions Partners

Broker Dealer Select

When you are seriously looking to move to a new securities broker dealer within 20 to 60 days, you need to maximize your time. This can be a daunting and time-consuming process. We offer services to producing Financial Advisors, RIA’s and OSJ Groups. We can answer your questions and accomplish your goals.

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Silver Birch Associates, LLC

The resource for Financial Advisors looking for a change. Whether you are actively looking for a new broker-dealer/RIA or interested in developing a “Plan B” for the future – let Silver Birch be your change agents.

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PFI Advisors, LLC

PFI Advisors

The Choice For RIAs in Growth Mode and Billion-Dollar Breakaway Teams.

PFI Advisors is available to consult on many of the operational and strategic issues faced by existing RIAs.

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MessageWatcher

MessageWatcher archives electronic communications for their clients in the investment, legal, medical, manufacturing, and technology industries.

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To view an online demonstration of our solution, click here.

Valenta BPO

Valenta BPO was built to help financial services firms run even smoother. They are committed to providing innovative solutions in Process Consulting, Technology Consulting and Outsourcing.

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FormulaFolios

FormulaFolios works with financial professionals and investors to provide a rules based investment strategy. Services include: portfolio management, coaching & business development, technology, and more.

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Advisor Logistics

A highly skilled and seasoned group of former Registered Investment Advisors (RIA’s) and financial software experts offering customized portfolio management overlay solutions at a fraction of the cost. We allow advisors to focus on what’s important to them while outsourcing their back office operational headaches to us.

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Staff My RIA

With the growing trend of advisors starting or joining RIAs, the demand for quality support is at an all-time high. Staff My RIA team members are trained to specifically meet the needs of independent advisors. Trained in-house by industry experts, they support operations across multiple custodians.

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Advisor Transition Services

Whether you’re looking for guidance or seeking hands-on assistance, Advisor Transition Services can help. We lessen the administrative and operational burden during the initial stages of your transition so you can focus on your clients and get your business up and running.

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Starkweather & Shepley Insurance Brokerage Inc.

Insurance…Solutions…Integrity…since 1879. We promise to continually strive to transcend customer expectations, and to consistently deliver our extraordinary service paradigm.

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Charesse J. Hagan, LLC. 

Providing operations consulting to financial planners. Organization is key to running a successful financial planning practice. Through my ongoing Virtual COO program, one-on-one coaching, and on site sessions, I’m empowering business owners to provide better service to their clients, scale seamlessly, and work smarter.

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Myriad Advisor Solutions 

Myriad Advisor Solutions is a business consulting firm and one stop shop for independent financial advisers.

Our focus and dedication is to provide big company resources for independent business owners which help them:

  • Operate the business more efficiently
  • Reduce operating expenses
  • Business growth through strategic hires, client event planning, and streamlined back office support

Check out our website, click here.