Alternatives to Sowell Management
Sowell Management offers an RIA platform, outsourced investment management and back-office services to independent financial advisors. Advisors can affiliate in several ways: as investment adviser representatives of Sowell's RIA, as W-2 employees, as 1099 contractors, through an affiliated partner group, or as a separately registered RIA that buys Sowell's services while keeping its own registration. Read the Sowell Management profile.
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accountsBasis points on assets
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accountsSubscription
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote