Company Overview

Established in 2001, Advisor Partners is an investment advisory firm that services independent advisors, financial institutions and multi-family offices by offering a broad range of investment portfolio solutions and turnkey asset management programs.  Acquired by Advisor Software in 2009, Advisor Partners has the resources and cutting edge investment tools to help advisors enhance the effectiveness of their offering and realize increased efficiencies in the daily operation of their business. 

Advisor Partners works exclusively with advisors and cannot be accessed directly by retail clients.  The professionals at Advisor Partners are dedicated to helping advisors spend more time working with their high net worth clients and building a profitable practice by offering investment solutions that work for them.  Firms we work with can hire us as a fully disclosed Separate Account Manager or in a private label capacity serving as a sub advisor to their RIA.

Advisors can access many of our investment solutions on most of the major platforms and custodians such as Schwab, Fidelity, TD Ameritrade, Pershing and Envestnet.

Thank you for your interest in Advisor Partners. 

Currently there are no open positions.