Advocacy

Independent. Not alone.

You’ve always got your clients’ backs. And we’ve got yours. We’ll go to Washington. We’ll go directly to investors. We’ll go to universities and schools. Wherever we go, we’re there to advocate for you and the future of the RIA profession.

  • Advocacy in Washington

    We take your voice to the policymakers. Sometimes we’re for a change. Sometimes we’re against it. Either way, we’re on your side.

  • Recruiting the next generation of Advisors

    We support efforts to attract young investment Advisors and bring diversity to the financial planning profession—to better reflect the communities we serve and help support educational opportunities for future candidates.

Want us in your corner?

Whether you’re still contemplating the switch, or you’ve already made your move, we’re here to help you take the next step.

Let’s talk

Ok, the ball is in your court. Whether you’re still thinking about making the switch, or you’ve already made your move, we’re ready to help you take the next step. So go ahead and fill in the form below. We promise that it actually goes to a real human with real answers.

* Required fields. The information you provide is completely confidential.