Mission

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

Value Proposition

Arbor Point Advisors brings independent financial professionals 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, you can devote your 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 the 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 and 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 and rebalancing and billing services
  • Exceptional business growth and practice management support
  • Extensive marketing support using your own DBA or Arbor Point Advisors name
  • Comprehensive Errors and Omissions coverage for advisory, commission and insurance business
  • 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 the independent business model