Grow With US

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Empower Your Practice, Amplify Your Impact

As a financial advisor, you deserve a platform that supports your independence while providing the tools and resources to grow your practice. Whether you’re transitioning to the RIA model, refining your operations, or scaling your business, we’re here to guide you every step of the way. Our goal is simple: to help you build the practice you’ve always envisioned, with the freedom to focus on delivering exceptional value to your clients.

Break Free from Employee/

Captive Environments

Make the leap from employee to independent advisor with seamless transition support and a tailored plan for success.

Grow Your Independent Practice

Access advanced tools, technology, and operational resources to take your existing practice to the next level.

Partner with Legacy Edge Advisors

For advisors who’ve spent decades building their business, we provide the support needed to sustain and grow your success for years to come.

Solutions for Every Advisor

Whether you’re just starting your transition or refining a legacy practice, we have the expertise to help you thrive. Join our team and utilize a suite of managed services designed to simplify your operations and free up your time:

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Compliance & Regulatory Support

Navigate complex regulations with ease, knowing our team has you covered.

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Technology & Integration

Stay ahead with cutting-edge tools designed to streamline your workflows and improve efficiency.

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Client Billing & Practice Management

Simplify daily operations with clear and effective management systems.

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Marketing Support

Expand your reach with customized strategies that reflect your brand and vision.

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Portfolio Management Tools

Access multi-custodian solutions to better serve your clients and grow their wealth.

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Are You Ready to Take the Next Step?

Enjoy the autonomy to run your business your way, backed by the expertise and infrastructure of an established team. The RIA model empowers you to prioritize your clients’ needs without the constraints of corporate mandates. We take care of the operational complexities so you can focus on building deeper client relationships and delivering results.