Talk to Glover Park Wealth About Your Economics

Growth RIA Platform for indePENDENT Fiduciary Financial Advisors

RIA Platform for Financial Advisors

Leave the Wirehouse. Leave the Broker-Dealer. Build Your Independent Practice.

A higher-payout, independent RIA platform for established financial advisors with $10M+ in AUM.

You've built the relationships. You've built the book of business. You've earned your clients' trust.

Now build the business around yourself, not around someone else's platform.

Glover Park Wealth Management gives established financial advisors the independence to run their practice their way, combined with the infrastructure, investment resources, professional relationships and business support to help take their practice to the next level.

Competitive platform fees. High advisor payouts. Charles Schwab Advisor Services custody. Class A office space. Marketing support. Institutional investment resources. Comprehensive wealth-management capabilities.

If you have $10M+ in AUM, let's talk today.

A Better RIA Platform for Established Advisors

Going independent can mean greater control over your business, but it shouldn't mean doing everything yourself. Glover Park Wealth provides the infrastructure behind your practice so you can focus on what matters most: Your clients. Your relationships. Your growth.

Our independent RIA platform provides:

Competitive platform fees
High advisor payouts
Schwab Advisor Services custody
Class A office space
Marketing support and guidance
Technology and operational support
Billing support
Compliance support
Back-office infrastructure
Access to a broader wealth-management ecosystem

You get the freedom of independence without having to build every component of an advisory firm yourself.

Based in Arlington, Virginia. Built for Advisors Nationwide.

Glover Park Wealth Management, LLC is a registered investment adviser (RIA) and headquartered in Arlington, VA, just outside Washington, D.C., but our reach extends far beyond the D.C. area.

We can partner with financial advisors in all 50 states, giving established advisors nationwide access to our independent RIA platform, investment resources, business support and broader wealth-management capabilities.

Whether you're considering a move from a wirehouse or broker-dealer, exploring independence for the first time, or looking for a new RIA platform, Glover Park Wealth can provide the resources and support to help you build your practice, wherever you are located.

One RIA platform. Advisors nationwide. Independent by design.

Keep More of What You Build.

Your practice. Your revenue. Your future.

One of the biggest questions advisors ask when evaluating an RIA platform is simple:

How much of my revenue do I get to keep?

At Glover Park Wealth, we believe the economics of independence should work for the advisor.

Our platform combines competitive fees with high advisor payouts, giving established advisors an opportunity to retain more of the revenue generated by their practice.

You spent years building your client relationships.

Your platform should work for you, not the other way around.

More Than an RIA Platform

Give your clients access to more.

This is where Glover Park Wealth is different than others.

We don't believe an independent financial advisor should have to choose between independence and a comprehensive wealth management platform.

Through Glover Park Wealth, our advisors can access a broad range of investment strategies, professional resources and planning relationships that can help address the increasingly complex needs of successful individuals, high-net-worth families, and business owners.

Investment solutions for today's clients

ETF model portfolios
Institutional Cash Management
Independent investment research
Direct indexing
Fixed Income Managers: Corporate, Treasuries, Municipal Bonds
Long/short Separately Managed Accounts (SMAs)
Tax-aware investing
Tax-aware hedge funds
Alternative Investments

Instead of being limited to the investment capabilities of one traditional platform, you have access to a broader toolkit to help serve different client needs.

Build a More Complete Wealth Management Practice

Your clients need more than investment management.

High-net-worth and ultra-high-net-worth clients often have needs that extend well beyond their portfolios.

Tax planning. Estate planning. Insurance. Business retirement plans. Risk management.

Glover Park Wealth gives advisors access to relationships and capabilities that can help bring more of those conversations into the client relationship.

CPA & Estate Planning Relationships

Glover Park works with CPA and estate-planning partners who work directly with Glover Park Wealth clients.

That means you can help facilitate a more coordinated approach to your clients' financial lives.

Insurance Solutions

Our insurance agency provides access to solutions across:

Life insurance
Health insurance
Employee benefits
Home and auto insurance
Business insurance
Long-term care
Indexed universal life (IUL)

401(k) Plan Practice

Glover Park Wealth also has a growing 401(k) plan and retirement practice with relationships across many of the industry's largest 401(k) providers. If you serve business owners, executives or corporate clients, that can create opportunities to expand your firm's capabilities beyond traditional wealth management.

One platform. More ways to serve your clients.

Independence Without Starting From Scratch

Build your own business. Let Glover Park Wealth handle the infrastructure.

You don't need to spend your time becoming an expert in compliance, billing, technology, marketing, operations and administration.

We provide the platform and support behind your practice so you can spend more time doing what you do best.

Marketing Support

You don't have to figure out your marketing strategy alone.

Glover Park provides marketing support and guidance to help advisors develop their message, strengthen their presence and pursue opportunities to grow their business.

Class A Office Space

Your office is part of your brand.

Glover Park provides access to Class A office space designed for professional client meetings and an elevated advisor experience.

Compliance & Back Office

Get the operational and compliance infrastructure needed to run an independent advisory practice without having to build an entire organization from the ground up.

Technology & Billing

Access the technology and administrative infrastructure that helps keep your practice running efficiently.

Chief Investment Officer

Experienced guidance and consulting on portfolio management and growing assets under management.

Is Your Current Firm Holding Your Practice Back?

Maybe you're at a wirehouse.

Maybe you're at a bank.

Maybe you're at a broker-dealer.

Maybe you're already independent - but your current RIA platform isn't giving you the resources, economics or flexibility you expected.

You may be asking:

Could I keep more of my revenue?
Could I have more control over my client relationships?
Could I offer my clients more investment solutions?
Could I build my own brand?
Could I have better marketing support?
Could I operate independently without building every piece of the infrastructure myself?

If you're an established advisor with $10 million or more in AUM, it's worth having the conversation.

Built for Advisors Who Are Ready for Independence

Glover Park Wealth was designed for established for fiduciaries: financial advisors, CPAs, wealth managers and investment professionals who want to take greater control of their practice.

We work with advisors who may be:

Considering a move from a wirehouse to an RIA
Leaving a broker-dealer for an independent RIA
Evaluating RIA platforms
Looking for a higher-payout RIA platform
Seeking more competitive RIA platform fees
Looking for greater control over their business
Seeking broader investment capabilities
Looking for marketing and business-development support
Interested in expanding into 401(k) retirement plans, insurance, direct indexing, tax-aware investing, and tax & estate-planning relationships
Exploring RIA succession planning
Already independent but looking for a better platform

$10M+ AUM Minimum

Our platform is designed for established advisors with meaningful client relationships and an existing book of business.

If you manage $10 million or more, let's have a conversation.

Build a Better Wealth Management Business.

There are plenty of ways to become independent.

The question is what you want your independent business to look like once you've made the move.

At Glover Park, you're not simply getting an RIA registration and a technology stack.

You're gaining access to an ecosystem designed to help you build and serve a broader wealth-management practice.

Your practice.
Your clients.
Your brand.
Your revenue.
Your independence.

Glover Park Wealth provides the platform behind it.

Ready to Explore Your Options?

You don't have to be ready to make a move.

You don't have to sign anything.

And you don't have to figure out the transition on your own.

Start with a confidential conversation about your practice.

We'll learn about your business, your clients, your current platform and what you're looking for.

Then we'll show you what Glover Park could look like for you.

Schedule a Confidential Advisor Conversation

For financial advisors with $10M+ in AUM

contact Glover Park Wealth Management directly

The Independent RIA Platform for Advisors Who Want More.

Glover Park Wealth Management is an SEC-registered investment adviser. Investment advisory services are offered through Glover Park Wealth Management, LLC. Please review applicable disclosures and Form ADV for additional information. Glover Park Wealth Management LLC - Form ADV 2A-2B