Multi-Custodian & Third Party Advisors
Access to industry leading custodians and investment managers
Our partnership with select custodians and TPA’s provides our advisors with the ability to manage their clients investments across multiple platforms. Our main goal is to create mutually beneficial relationships between the advisor, their client, and GVA.
Unlike typical brokerage firms where financial advisors work as employees, LPL advisors operate as independent contractors. Their focus is on building and growing their practices while doing what’s right for their clients.
Fidelity Clearing & Custody Solutions
Demonstrating your value in an increasingly complex and competitive environment is a daily challenge. Our goal is to deliver original insight, tailored sales support, and a diverse product lineup—the tools you need to help you stand out from the competition.
Schwab Advisor Services
Only Schwab has been in the trenches with independent financial advisors for over 30 years. We have been a tireless advocate for the independent model and have committed thousands of people and millions in resources to make sure independent advisors of all sizes have everything they need to grow and succeed.
SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.
AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.