Putting our clients first since 1986
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures
- Approximately 1,200 financial consultants
- $117.9 billion enrolled in advisory solutions
- 100,000+ financial plans provided to date
We're always looking for talent
Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.See Job Openings