Spire Investment Partners is an ever-evolving financial services firm providing solutions to independent advisors looking for varying degrees of ownership.
To that end, we’ve developed different business models to accommodate each Spire Partner’s unique vision for their practice.
Our team is here to help you every step of the way, committed to providing personalized support.
If you’re looking for a situation that allows you to think about your clients—and only your clients—this model is the right choice for you. In this model, you’ll join Spire as an advisor under our Corporate RIA and Broker/Dealer. We provide hassle-free technology, compliance, and practice management support you need to thrive as you focus on providing fiduciary advice.
Do you have a friendly broker/dealer you can trust as a true partner for your RIA firm? If the answer’s not a resounding “Yes!” then allow us to show you how we can help your new or breakaway firm start with a strong foundation.
We not only have a Broker-Dealer to accommodate those products you need to better service your clients, but we also have years of investment and expertise on what it takes to run an RIA. You can leverage our economies of scale to not only utilize the technology required for the Friendly B/D oversight but eliminate operational duplicity and use the same technology to run the Compliance Program for your RIA business.
Feel empowered to build your own office. In this model, you’ll join Spire under our corporate RIA but create a brand for your financial practice and recruit other advisors under you. We built a specialized program that coaches you through all the business logistics and supports you to create an independent branch of successful advisors.
Looking to partner with other successful advisors without the added responsibilities of business management? Searching for the right advisor as you plan for business succession?
Some of our advisors are actively looking for others to join their group. Others are seeking out advisors preparing for succession or sale of book. Our leadership is aware of these opportunities and ready to speak with you to make an introduction. View a list of states that are currently on the hunt.
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All content has been provided for informational or education purposes only and should not be considered a recommendation of any investment product or as investing advice of any kind. The information provided is not written or intended as tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel regarding their specific situation.
