1792 WEALTH ADVISORS

A part of the Raymond James family

1792 Wealth Advisors is the premier destination for Advisors making a change. We offer independence with the full support of Raymond James and 1792 – all in a practice built & run by practicing advisors. 1792 Wealth Advisors will work with you to help make your new practice even more valuable by adding alpha-equity to the value of your independent practice.

Built & Managed by Practicing Advisors – 1792 Wealth Advisors is a practice founded, built, and managed by advisors who have made the journey to independence. We know what you’re going through because we’re going through the same thing every day, too.

1792’s Innovative Alpha-Equity Structure – Add alpha multiples to your enterprise value by combining the leverage of being with a larger practice and a culture and structure that supports you every step of the way and allows you to stay focused on your clients.

Failure is Not an Option Transition Support – The transition is the critical, first phase to launching a successful practice, and we take this process very seriously. Dedicated transition support will help ensure every aspect of the launch goes successfully, including bringing your clients with you.

Don’t Go It Alone. Go With 1792 Wealth Advisors.

Years of Experience

99%

Satisfaction Rate

Individual Advisor

Looking for the freedom and culture of being independent but don’t want the headaches of transition and running a business ? Supported independence with 1792 Wealth Advisors takes care of all the businesses operations and allows you to focus on your clients.

Team Liftout

Built a complete team that is ready to go out on their own? 1792 Wealth Advisors will help you leverage what you’ve already created and hit the ground running in your own independent practice.

Enterprise Branch

Are you a group of advisors or a Producing Manager ready to band together and launch an independent practice? 1792 Wealth Advisors provides all the support you need and offers the independence you crave.

Succession Advisor

Time to put a plan in place for your own retirement? Partnering with 1792 Wealth Advisors provides you with a platform to gracefully exit when the time comes while maintaining the trust you have built with your clients.

Individual Advisor

Team Liftout

Enterprise Branch

Succession Advisor

our independence options for financial advisors allows advisors to focus on growing their business

    1792 Wealth Advisors

    Become a Partner

    Making the change to supported independence is easier when you are backed by advisors who have done the same thing for themselves and many others. 1792 Wealth Advisors has built an advisor-friendly culture that supports advisors every step of the way during the transition and a platform that fully supports our advisor partners in helping them focus on clients instead of the nuts-and-bolts of running a business.

    Click below to see how thoroughly you’ll be supported and how promising your future can be when you partner with us.

     

     

    1792 offers independence options for all types of financial advisors

    Affiliation Options

    Whether you are an individual advisor seeking the freedom to do what’s right for your clients, a team that already looks more like a business, a group of like-minded advisors at a wirehouse ready to go out on their own, a Producing Manager considering building your own branch or an established advisor looking for a way to eventually exit the business without destroying the client relationships you’ve built, we have an option for you. Partnering with 1792 Wealth Advisors puts you and your clients in a better place. 

    Come Grow with 1792 Wealth Advisors

    1792 WEALTH ADVISORS

    The Advisor Experience

    What happens when you decide to partner with 1792 Wealth Advisors?  Click here to learn about supported independence options, both during transition and after you’ve joined with us, along with the resources and back-office support of Raymond James.

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    Why 1792 Wealth Advisors

    Learn the full story of who we are, how we got here, and why partnering with us is the right choice for an entrepreneurial-minded financial advisor seeking supported independence. 

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    We’re here to help—whenever you need it!

    Questions?

    60-JOIN-1792 – Office
    (908) 334-4911 – Cell

    Contact Us

    Send Us a Message

    Find Us

    360 Mt Kemble Avenue, 3rd floor
    Morristown, NJ 07960

    An Advisor-friendly Culture

    “Autonomy. Collaboration. Accountability. Integrity. Honesty. Professionalism. At 1792 Wealth Advisors we put all those attributes together into a culture that is liberating and quickly becomes a work family.”

    Robert Milligan Jr

    CFP®, CIMA®, CPFA®, AIF®
    MANAGING PARTNER, 1792 WEALTH ADVISORS
    BRANCH MANAGER, WEALTH ADVISOR, RJFS

    Being a Part of Raymond James

    We’re a part of the Raymond James family, and when you partner with us you’ll be part of the family, too. Learn what that means, the services and support provided by Raymond James, and the benefits for you and your clients when you partner with us.

    Talk to our experts get a free 30-minute consultation