The Advisor Support Platform Designed for Independent Growth
Clarity, control, and partnership—everything you need to grow your firm with confidence.
Our Approach
A Culture of Empowerment
Design your business your way
With Ascentis, we help you build your brand and customize your tech stack so you can run your business the way you want.
Flexible affiliation options
Regardless of your preference, Ascentis offers a platform that supports your operational needs.
Multiple custodians
Ascentis maintains custodial relationships with Raymond James, Charles Schwab, and LPL. As an advisor, you may choose to custody assets with one or several simultaneously.
Robust advisor community
Ascentis has a growing network of advisors across the country. Advisors benefit from networking with like-minded professionals within the community.
Our Approach
Creating Greater Value
Dedicated transition support
Ascentis provides structured, hands-on support for financial professionals moving from a large firm or their own practice. A dedicated team works diligently to ensure a seamless transition.
In-house compliance oversight
Ascentis delivers compliance oversight tailored to RIAs. Our close relationship with advisors allows for flexibility not often found at large broker-dealers.
Marketing and branding support
Our marketing leadership brings over 20 years of financial services experience. Advisors gain access to guidance on personal brand development, consulting, and pre-approved content that can be white-labeled for their practice.
Technology assistance
Ascentis integrates advanced third-party and proprietary tools to power your practice, combining personalized advice with the best of technology.
Practice management consulting
No two practices are alike. Ascentis offers tailored consulting, coaching, M&A support, and succession planning to fit your unique goals.
Our Approach
Enriching Your Business Model
Turnkey asset management program (TAMP)
Our TAMP operates through a purpose-built asset management RIA. With optional participation, advisors can outsource portfolio management to CFAs and analysts, freeing up time for clients and growth.
Insurance
Ascentis provides a broad range of insurance solutions to help advisors enhance the client experience and integrate insurance strategies seamlessly into the practice.
The Advisor Experience
The Ascentis Advisor Experience is built around supporting advisors with the resources, infrastructure, and flexibility they need to grow with confidence. From onboarding through ongoing support, advisors gain access to integrated planning resources, operational guidance, and investment solutions designed to reduce complexity and enhance the way they serve clients. Our approach prioritizes responsiveness, collaboration, and practical solutions — delivering institutional-level support while preserving the independence and identity that define your practice.
Partnership Model
Flexible Affiliation, Multi-Custodial Access
Ascentis offers flexibility for both fee-only advisors and those affiliated with broker-dealers. Our platform supports multi-custodial integration, giving you the freedom to align with the custodians that best suit your client strategies.
Custodian Platforms
Brand + Growth Strategy
Marketing Consultation to Expand Your Impact
Build a practice that reflects your vision. Our team offers branding guidance, website feedback, and social media consultation to help you clarify your message and grow with intention. We assist—you stay in control.
- Branding & visual identity consultation
- Website strategy feedback
- Social content guidance
- Growth planning insights
Practice Infrastructure
Technology Built Around Your Firm
Advisors receive curated support in developing their technology stack, including vendor selection, platform onboarding, and access to planning and portfolio tools aligned with advisor workflows.
Investment and Management Platforms
Strategic Transitions
M&A and Succession Planning Guidance
Whether you’re looking to expand, sell, or plan for leadership continuity, Ascentis offers M&A and succession support tailored to your goals. We help position your firm for longevity through strategic planning and operational transition resources.
