Top non-custodial RIA support platform - an innovator in the wealth management industry that partners with advisors with an entrepreneurial mindset who want to open their own RIA but don't have the resources and are looking for turn-key operations while maintaining their branding and growing their business. Their Net Promoter Score among their corporate team is a 93 with 100% participation and with their advisors, NPS is an 85 versus an industry average of 44. Contact Wmead@goodwinrecruiting.com
Mar 21, 2025