Advisor Hunt Wealth Management Platform™

Why Your Choice of Wealth Management Platform Matters

Be Deliberate. Build Wealth.

Choosing the right wealth management platform is the most important career decision you’ll make after becoming an Advisor. In a consolidating and commoditizing industry, your wealth management platform should be a strategic growth partner.

Your platform impacts your ability to:

  • Stand out from the crowd
  • Access differentiated investment solutions
  • Reduce admin and compliance burden
  • Deliver a better client experience
  • Grow, scale, and exit on your terms
wealth management platform for independent

What We Look for in a Dealer

Our Dealer Shelf offers autonomy, unique products, streamlined operations, and growth support.
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What Your Wealth Management Platform Should Do for You

Advisor Hunt™ seeks dealer, portfolio manager, and RIA platforms offering autonomy, alternative products, streamlined operations and differentiated experiences. We help advisors choose the wealth management platform that best aligns with their goals.

Advisor Autonomy

Empowering advisors to have control over their practices and communications.

Product Offering

Ensuring that advisors have the right suite of investments for their particular client needs.

Operational Efficiency

Keeping advisors focused on serving their clients and not the system, with a wealth management platform designed to remove friction.

Differentiation

Providing advisors with uniqueness in the marketplace via a wealth management platform that leverages their strengths.

Contact your Advisor Hunt™ Consultant to learn more about choosing the right wealth management platform.

Platform FAQs

We work with all financial advisors including investment, insurance, planning, portfolio management, RIA and other financial advice. The commonality is that our clients must have a loyal clientele.

It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets, all needing the right wealth management platform to scale.

  • Our Platform Shelf consists of select dealers, RIAs and portfolio management firms that we have vetted and that we believe are set up to thrive, build wealth and be part of the future of the rapidly evolving financial services industry. They are wealth management platforms that we are proud to represent.

    Our Platform Shelf is exclusively for firms that:

    • provide a platform for advisors to differentiate themselves;

       

    • provide access to non-commoditized investments;

       

    • deliver a superior client experience through advanced technology and unique resources; or

       

    • are otherwise positioned to thrive in the evolving industry.

  • It was a lot of work in the past, but with e-signature, digitization and remote client meetings it’s much smoother than even just five years ago. Advanced technologies and automation, along with streamlined processes, greatly reduce the admin burden of transitioning to a new wealth management platform.

    When advisors move to a superior wealth management platform, 9 out of 10 times we see asset growth by as much as 10–15% within a year, with some advisors consolidating assets in as little as three months. Providing greater differentiation and superior resources strengthens client relationships, increasing loyalty and frequently triggering asset consolidation.

Contact

  • (332) 244-9550
  • info@advisorhuntglobal.com
  • 99 Wall Street, Suite 5409
New York NY 10005