For Advisors

If you are thinking about going independent, you’re in the right place.

Why Independence?

Service & Resources

Built by Advisors for Advisors

If you are thinking about the independent space, you’re in the right place.  Pallas was founded by advisors who recognized that there was a better way to serve clients and a better business model for the advisor. The road to independence can feel like a daunting task, however, Pallas has the expertise, the resources, and the platform for you.   By becoming a partner at Pallas, we can help you streamline the business of running a successful practice whether it’s by supporting your operations, legal, compliance, data management, or communications.    As a partner, you have full access to deep technical financial planning and investment resources to enhance your client’s experience.

A Podcast for Financial Advisors Considering Change

Pallas advisors have access to

  • Business Continuity Planning
    We offer a variety of flexible solutions for advisors depending on the type of succession plan they are looking for.
  • Investment and Planning Resources
    We are dedicated to the success of our advisors. Advisors have exclusive access to consult with the Pallas investment and planning teams on an ad hoc and ongoing basis as an extension of their existing team.
  • Marketing & Communications
    Our in-house marketing team works with advisors to help support and grow their business.
  • Innovative Technology
    We’ve spent years developing deep partnerships with outside resources that enhance the advisor, and client, experience. Our platform includes access to Fidelity Institutional, Orion Reporting, RedTail Technology, and more.
  • Operational Support
    We take the burden off of advisors who don’t want to worry about the day-to-day operations of their business. We quarterback all operating aspects, including running reports, invoicing advisory fees, human resource support, practice management, and more.
  • Compliance Guidance
    We work with advisors to ensure compliance is straightforward and easy to navigate.

Join Pallas

Reach out to us to learn more about how we can support you and your clients. All personal information will be kept strictly confidential.

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