For more than a decade, the leaders behind Ascentis Independent Advisors have supported independent financial advisors in building resilient, growing practices. Their work began in 2013, when the founders of Golden State brought together their complementary experience to better serve advisors seeking flexibility, multi-custodial choice, and a more modern pathway to independence.
As the vision expanded, these teams united under what is now Ascentis: a broader organization encompassing Ascentis Independent Advisors, Ascentis Wealth Management, and Ascentis Asset Management. Together, they provide the breadth and depth advisors need today—investment management capabilities, planning resources, compliance guidance, advanced technology, and a collaborative advisor community.
What has remained constant is a shared commitment to advisor success. Our role is to deliver the structure, insight, and support that allow independent advisors to run their practice with greater clarity and confidence. From transition assistance to marketing resources and ongoing operational guidance, Ascentis was built to help advisors grow on their terms while benefiting from the strength of an integrated, advisor-centric organization.
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