Build your
Own
Culture
From real estate decisions to acquisitions to staffing, you can develop your vision for your business
Learn more about building practice culture
Advisor-Focused Technology
Tap into a technology platform that is built with advisor productivity and client needs in mind.
Seamless Transition Support
We provide a dedicated transition support team to minimize disruption for your clients and your practice.
Wealth Management Suite
Make sure your clients can’t outgrow you with access to our robust wealth management suite.
Considering Independence?
Advisors considering independence find that the transition to FiNet provides them with the opportunity to experience true ownership of their practice while benefitting from an advisor-focused technology platform, a wealth management suite that addresses their clients’ evolving needs, and the support infrastructure they need to achieve their goals today and tomorrow.
Already Independent?
We often hear from independent practices who are still missing the resources they need to deliver optimal client experiences, maximize productivity, or meet their long-range growth goals. Our independent options help solve for those challenges and much more.
Find your Divisional Growth Team
Select the division below to reveal the contact for your area.