1792 WEALTH ADVISORS
Independence Options for Financial Advisors
1792 Wealth Advisors is the premier destination for individual advisors, teams, and enterprise branches seeking independence options for financial advisors. A partnership with 1792 Wealth Advisors gives advisors control over their own destiny, and the freedom to run their own business and grow.
1792 Wealth Advisors is run by advisors who have made the journey to independence. Our mission is to partner with other entrepreneurial financial advisors who are seeking independence and want to break free of the frustrating culture found in many wirehouse and financial firms.
Our platform provides complete technology and operations support for running a wealth management advisory practice. Actively sharing best practices and a client-centric culture results in tremendous opportunity for our partners to own an advisory business with higher payouts and enterprise value.
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?
(605) 646-1792
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.
