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When exploring opportunities,
count on our industry experience.

We’ll help you find the independent broker
dealer or RIA that is a best fit.

We'll help uncover broker dealer
benefits often unknown to advisors

... and charge you nothing

Transition to the
Transparency of RIA

We can help you establish your RIA or direct
you to time & cost saving turnkey RIAs to join.

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We'll lead you to the
best broker dealer services

... to help you grow.

We'll help you navigate a
successful succession
or continuity plan.

An essential step in preserving your life's work.

Looking to Sell or Merge
Your Broker Dealer?

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Testimonials

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Jon Henschen voted among "the 25 most influential people in and around the advisor universe."

Jon's 2012 IA25 Profile

Jon Henschen Michael Kittes Podcast