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
Team Liftout
Enterprise Branch
Succession Advisor
Individual Advisor
Team Liftout
Enterprise Branch
Succession Advisor
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.
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.
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.
