Want to Explore Our Benefits?
Contact us and choose your path.
How one advisor doubled his business with the Wealth Advisor Alliance.
When CPA-turned-advisor Andrew Alter sought a better way to grow his wealth management practice, he found the ideal partner in the Wealth Advisor Alliance (WAA). After years of balancing tax work and client advising, Andrew wanted a platform that matched his evidence-based investment philosophy and gave him more time to focus on people, not paperwork. Partnering with the WAA meant gaining access to a full suite of back-office resources, allowing him to scale his advisory business without sacrificing independence.
The results speak for themselves. Since joining WAA, Andrew’s advisory business has nearly doubled, reaching $51 million in assets under management, with a goal to hit $100 million within three years. His story highlights what’s possible when independent advisors align with a partner built for long-term growth.
Read the full case study to see how WAA empowers financial advisors to accelerate success without giving up control.
One Road, Many Paths
Affiliate as a Semi-Independent Advisor
- Affiliate as a semi-independent advisor with Forum Financial Management, an established advisory firm with $9 billion in AUM, which avoids the six- to 12-month delay of registering your own RIA, developing a brand strategy and independent website, and other setup costs
Become an Independent RIA
- Launch as an independent RIA with your own brand while leveraging our fully supported technology and BackOffice operations team
Become a Full Equity Partner
- As your practice grows, you can always choose a different path and may aspire to become a full equity partner in our parent company, Forum Financial Management