Ascentis Independent Advisors

Overview

Ascentis Independent Advisors is a financial advisory firm based in the United States, offering independent investment and financial planning services. The firm is part of Ascentis Holdings, which also includes Ascentis Wealth Management and Ascentis Asset Management, collectively supporting advisors across 16 states with over $2 billion in client assets. Ascentis Independent Advisors focuses on empowering wealth advisors to build independent, impactful, and enduring practices, providing them with the autonomy to serve their clients effectively. The firm offers a comprehensive platform that includes investment management capabilities, planning resources, compliance guidance, advanced technology, and a collaborative advisor community. This integrated approach allows advisors to operate with greater clarity and confidence, benefiting from the strength of a unified organization while maintaining their independence. Ascentis Independent Advisors is committed to supporting advisors in growing their practices on their terms, offering resources and infrastructure that enhance their ability to serve clients and achieve long-term success. The firm's dedication to advisor success is evident in its provision of structured support, insight, and operational guidance, enabling advisors to focus on delivering value to their clients. With a leadership team experienced in portfolio management, planning, and risk oversight, Ascentis Independent Advisors ensures steady governance that transcends market cycles and management tenures, fostering an environment where advisors can thrive and clients can benefit from consistent, high-quality financial advice.

Portfolio Companies