As a part of the effects of COVID-19, AdvisorNet Wealth Management is currently relying on the SEC Order Under Section 206A of the Investment Advisers Act of 1940 Granting Exemptions from Specified Provisions of the Investment Advisers Act and the Rules Thereunder which allows for additional time for AdvisorNet Wealth Management to amend our ADV and provide a summary of material changes to existing clients.
We partner with entrepreneurial advisors who are looking for independence without sacrificing valuable infrastructure and operational excellence. Our advisors appreciate being part of a community. At our foundation, we believe in the power of the client-advisor relationship, and our dedication to the success of our advisors sets us apart from the competition.
Our primary focus at AdvisorNet Wealth Management is serving the needs of successful independent financial advisors. Our approach allocates your time and resources to making meaningful connections with your clients and growing your advisory practice. We believe in the value of personal service and the relationships with our advisors are what matters most to us.
“I chose AdvisorNet Wealth Management because it presented a great growth opportunity for my practice. As a very entrepreneurial individual, I do not like spending a lot of time on tasks that slow me down from helping more people and growing my business. AWM does a good job of integrating and streamlining technology and compliance for my practice. Today, I feel the only way to advise clients is by being an independent advisor. Eliminating the burden of proprietary products and forced solutions allows an advisor to act in the client’s best interest.”
“I have been a part of AdvisorNet Financial since 1992. I initially chose to join the organization because of the integrity with which they operate and their openness to making changes for the better, for both advisors and their clients. While we could expand our own staff for regulatory, compliance, legal, or back office work, it is wonderful to instead work with AdvisorNet Wealth Management and have the confidence in knowing that what needs to be done is getting done. AWM allows us to spend more time focusing on planning and taking care of our clients.”
As an independent advisor, your focus is on your business and your individual brand. Our committed team will focus on the details in the background while you spend additional time with your clients and building your business.
Independent advisors capitalize on shared resources at AdvisorNet Wealth Management. We offer extensive platform choices with a variety of services. Our scale gives your buisness access to investment platforms, institutional pricing and leading technology resources. Our unique culture encourages you to share experiences with our other advisors, strengthening personal and business network connections.
When transitioning to AdvisorNet Wealth Management, you can rest assured that your business will be up and running quickly. We will work with you to develop a timeline that best suits your business and ensure that you are comfortable with the transition plan from beginning to end.
The RIA team is your partner for advisory business, they act as an extension of your office to ensure you have the support you need to run your practice the way you want to.