Boutique Advisory Firms and RIAs: Balancing Scale and Independence for Top-Tier Advisors

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While complete independence piques the interest of many advisors, this interest often declines when advisors explore the realities of running their own practice. This report explores the rise of advisory firms, such as HighTower, Dynasty Financial Partners, and SeaCrest Wealth Management that provide platforms and services comparable to wirehouses, but to a more limited advisorbase and with greater advisor autonomy. The report examines the appeal of these firms to advisors as well as distribution opportunities for product providers.

Reasons To Purchase:
  • Build actionable business plans for addressing these firms
  • Identify opportunities for product providers
  • Examine the competitiveness of these firms and ownership structure
  • Explore firm segments
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