INDEPENDENT HEADQUARTERS
Ann Arbor, Michigan
Beverly Hills, California
Boca Raton, Florida
Boston, Massachusetts
Dallas, Texas
San Francisco, California
St. Louis, Missouri
REGIONAL FIRMS
Austin, Texas
Baltimore, Maryland
Lakeland, Florida
Delray Beach, Florida
Des Moines, Iowa
Indianapolis, Indiana
Memphis, Tennessee
Newport News, Virginia
Oklahoma City, Oklahoma
Philadelphia, Pennsylvania
Portland, Oregon
Seattle, Washington
Washington, DC
We're confident there is a broker-dealer within our network that will be the right connection for you. Here is a sample of some of the firms with which we partner. If your location of choice is not designated, please call 314-955-8482 for additional opportunities.
Click on the location map or links to the left to learn more.
Our client is locally owned and privately held. They have been serving the needs of individuals and corporations since 1988. Their independent representatives focus primarily on serving the needs of individuals and businesses in Missouri, but are registered to do investment business in over 45 states.
Since 1983, this client stands out as Michigan's premier independent broker/dealer. With more than 500 representatives, they service 48 states with independent opportunities focused in MI, OH, IN, IL, FL.
Our client is a values-based, wealth management and financial planning firm headquartered in Austin for over 10 years with additional offices in Dallas and San Antonio. They employ 25 advisors and are looking for advisors that fit their culture as much as their business. They can accommodate an independent or full service business model.
Since 1952, this client, the oldest firm in Baltimore, has offered unparalleled service to its investors. They currently have 40 advisors and are looking to expand in the Baltimore area.
Founded in 1890, our client is headquartered in Boston, Massachusetts and has approximately 110 brokers (75 employee and 35 independent's) in 6 branch offices (Florida & Arizona) and 16 independent locations. They have approximately $5 billion in assets under management and generate approximately $45 million in revenue.
In business for 12 years, our client is an independent full service broker dealer headquartered in Boca Raton. They currently employ over 175 independent advisors with independent and RIA opportunities nationwide available.
Founded in 1890, our client is headquartered in Boston, Massachusetts and has approximately 110 brokers (75 employee and 35 independents) in 6 branch offices (Florida & Arizona) and 16 independent locations. They have approximately $5 billion in assets under management and generate approximately $45 million in revenue.
In business since 1982, this client is an independent full service broker dealer headquartered in Dallas, TX. Opportunities nationwide with emphasis on Texas, Oklahoma and the southern states. W-2, 1099 and RIA options available.
Headquartered in Delray Beach, FL our client is a full service boutique brokerage firm and a registered investment adviser. They have provided a range of products and services for private clients, corporations and institutional investors for over 18 years. While maintaining the highest standards for quality and service, this firm has grown to become one of the largest privately-owned firms in the region.
Since 1995, our client is one of central Iowa's strongest brokerage firms specializing in fixed-income investments. They have attractive new office space, outstanding service and support and they are well capitalized with virtually no debt.
In existence since 1914, this client is the oldest independent investment firm in the Mid-Atlantic region, providing services from investment banking to private portfolio management. Employee opportunities across the Eastern Seaboard.
This client is Indiana's oldest and largest independent, full-service investment firm. They currently have opportunities in Indianapolis, Lafayette, S Bend, Ft Wayne, and Kokomo. They currently employ approximately 40 advisors.
As Florida's oldest investment firm located in Lakeland, FL, our client currently employs 27 Financial Advisors. Our client takes pride in providing a work culture that empowers team members to build a successful practice. They strive to be a premier work place for their employees offering competitive compensation and benefit packages.
This client was established in 1996, they are headquartered in Memphis, TN and have over 250 advisors in 21 locations. They are a full service wealth management firm offering investment banking, Investment services, institutional fixed income trading and Equity Capital Markets services.
Our client is a comprehensive wealth management firm founded on the principles of providing superior investment advice and exceptional service to its clients. With 10 branch offices from Richmond to Virginia Beach, they are one of the fastest growing brokerage firms in the Mid-Atlantic. They are a fully licensed Broker Dealer (BD), Registered Investment Advisor (RIA), and Insurance Agency.
Our client has been a Retail Broker Dealer operating in AR, OK and MO, since 1996. They have over 60 client advisors and are co-located in a bank branch environment. W-2 opportunities in AR, OK and MO.
Headquartered in Portland, with W-2 opportunities in Bend and Portland, Oregon, as well as Northern California, our client is affiliated with one of the world's most respected banks. They currently employ 35 advisors.
Founded in 1890, our client is headquartered in Boston, Massachusetts and has approximately 110 brokers (75 employee and 35 independent's) in 6 branch offices (Florida & Arizona) and 16 independent locations. They have approximately $5 billion in assets under management and generate approximately $45 million in revenue.
Our client is an independently owned, full-service brokerage firm servicing both retail and institutional clients Headquartered in downtown Seattle, WA, with a presence throughout the Pacific Northwest. Employee opportunities in Seattle and 1099 opportunities throughout the Northwest (WA, OR, ID, MO, N. CA).
Our client has been in the DC marketplace for over 100 years. Many of the firm's senior management are lifelong Washington area residents with strong ties to the city's financial, political, and cultural institutions. W-2 opportunities available in Washington DC, and Hunt Valley and Cambridge, MD.





