Mission

Arbor Point Advisors delivers an all-inclusive advisory platform with comprehensive technology, compliance and business growth support, giving advisors the time to be CEO of their own client-centric practice.

Value Proposition

Arbor Point Advisors brings independent advisors the best in technology, practice management and growth programs from industry thought-leaders Securities America, Orion Advisor Services and custodians with highly recognized consumer brands. By affiliating with Arbor Point, advisors can devote their attention to serving clients first, relying on Arbor Point’s professional staff to shoulder compliance and operations duties.

The Arbor Point Advantage

  • National corporate RIA
  • Immediate registration with ability to service clients in all states.
  • A powerful combination of hybrid resources from top-tier firms
    • Advisory business through custodians with highly recognized and trusted consumer brands
    • Commission/trail business through Securities America, a top independent broker dealer
    • Fully integrated technology using Orion Advisor Services, a leading-edge provider of performance reporting and trading and rebalancing services
  • Compliance, supervision & risk management support for advisory and commission business
  • Powerful mobile technologies for doing business anywhere, any time on any device
  • An extensive list of investment products for implementing your unique investment strategy
  • Best-in-class performance reporting, trading & rebalancing and advisor billing services
  • Exceptional business growth and practice management support
  • Extensive marketing support using your own DBA or Arbor Point Advisors name
  • Comprehensive Errors & Omissions coverage for advisory, commission & insurance  business
  • Advisor-friendly trust services
  • Access to a broad list of research, asset management, IPOs and secondary offerings
  • Fully integrated transition support between the custodian and broker dealer
  • Assistance with establishing an office for advisors moving from an employee to independent business model