Enterprise Technology
for Independent RIAs

"A True Partner in Every Sense: In just 90 days, AdvizorStack seamlessly transitioned our complex book of business from a large Regional Brokerdealer located in the Midwest to NewEdge Advisors—a process that many firms expect to take much longer. Their team demonstrated unmatched expertise in RIA operations, custodial platforms, and complex data migrations, handling every detail with precision and professionalism. From pre-transition planning and data validation to on-site support during our launch, AdvizorStack was proactive at every turn—anticipating challenges, developing quick, actionable plans, and executing them with care and precision. Their ability to adapt to hurdles in real-time while maintaining clear communication and structure gave us complete confidence throughout the process. What truly set them apart was their hands-on, solutions-first approach. They didn't just move data; they moved our business forward—minimizing downtime, reducing operational strain, and ensuring our advisors stayed focused on client relationships. AdvizorStack isn't just a transition partner—they're a strategic ally who knows how to create and execute a plan that delivers results."

"AdvizorStack was absolutely instrumental in transitioning our entire book of business from UBS to NewEdge Advisors. From start to finish, the team displayed incredible diligence—handling every account opening and asset transfer with precision and care. What truly set them apart was their ability to create and execute a thoughtful, step-by-step action plan for all our fee-based and direct business account transfers. They didn't just support our move—they empowered it. We couldn't have asked for a better partner during such a critical moment in our firm's journey."

"I have had the privilege of working with AdvizorStack for over three years, and I continue to be impressed by their innovative technology and deep understanding of the RIA market. Recently, we collaborated on a comprehensive market study that provided invaluable insights into current trends, challenges, and changes within the industry. Nico and his team did an outstanding job outlining the next generation of advisors and technology, as well as analyzing market size and share by segment. Their expertise and dedication truly set them apart. I highly recommend AdvizorStack to anyone looking to enhance their business strategy in this evolving landscape."

"It was the solution that I needed, I just didn't know it existed. AdvizorStack brought the sophisticated technology and support I thought was only available at wirehouses."

"A Father's Dream Realized with AdvizorStack: Starting an RIA was more than a business goal—it was a father's dream to create something lasting for our clients and future generations. We wanted to build a firm that could provide immediate succession, protect our clients' interests, and allow us to operate with complete autonomy. The challenge was knowing where to start. AdvizorStack stepped in and transformed what felt overwhelming into a simple, guided journey. They educated us on every aspect—compliance, registration, technology—and equipped us with the tools and knowledge to build not just for today, but for the future. The ongoing weekly Zoom meetings allowed us to create a trusting, long-lasting relationship. AdvizorStack didn't just help us start an RIA; they helped make a dream a reality. Thanks to their expertise and unwavering support, we now have the independence to serve our clients exactly as we've always envisioned."

"AdvizorStack was instrumental in our transition to independence. Their expertise and support made a daunting process smooth and achievable. In chaotic times, financial advisors need partners like Nico and Paul—available, capable, and committed to enhancing the entire experience. They've built a repeatable, scalable, and intelligent approach to advisor transitions."

"AdvizorStack, in partnership with Goldman Sachs and NewEdge Advisors, executed a seamless transition of the entire Fortis Firms book in under 30 business days. The meticulously crafted transition plan and the comprehensive support provided exceeded our expectations. We couldn't be more pleased with the outcome."