Accounts for Professional Advisors

We offer a broad range of choices combined with the highest payout for independent financial professionals. Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.

Ready to learn more?

Join a culture of true independence where you, the financial professional, controls the journey.

Our 12-week Transitionship program will help guide you and help you establish your new or existing business.

We value your privacy. All information is strictly confidential.



Name:*
Address:*
E-mail:*
Phone Number (including area code):*
Current broker-dealer/RIA?*
Annual Production:*
Current AUM:*
Which of the following interest you?: (select all that apply)*
Additional information:*
Verification:

Supporting Your Business

Our tools help you create and maintain relationships with your clients, grow and sustain your independent firm, and successfully reach your business goals. Our Practice Management Team is here to help you focus on your role as a business owner, providing you with a customized course and setting you on the path to achieve your unique goals. Our coaching programs offer hands-on coaching with specialized executive and departmental consulting. Our coaches partner with you to develop the efficiencies needed to achieve personal and financial growth.

Global Advisers One-Free program allows advisers with a certain amount of Assets Under Management (AUM) to pay one, annual fee each year vs. a percentage of fees.

Client Outreach and Marketing

We offer marketing collateral that can be customized for your business and brand. You can work with the in-house Public Relations and Creative Marketing Team to brainstorm developing a targeted message and design for the campaign you envision. We invite you to take advantage of our in-house, collaborative relationship with the Compliance Department and our experience in the independent advice channel. We are excited to work with you to create a piece that speaks to you and the unique business you’ve dedicated your expertise to building.

In addition to our in-house outsourcing options through the Public Relations and Creative Marketing Team, Our Practice Management Team is engaged in relationships with leading industry marketing firms to provide you with additional options for tools and assistance to develop your brand and marketing. Our Practice Management Team can help you connect with a number of resources internally to help grow and streamline your business.

Solutions for Every Client

Client Solutions
We understand your clients are your most valuable asset. Our team of highly qualified specialists supports you in creating optimal solutions for your clients in the areas of estate planning, fee-based accounts, insurance, investments, and case specific financial planning and retirement plan acquisition. This highly specialized team provides comprehensive direction and guidance on case development involving multiple products and financial planning strategies. You can take advantage of one-on-one consultations, case insight, training with our specialists, along with case development reports that address the planning objectives and possible solutions for your high-net-worth and business clients.

Retirement Plan Solutions
Our retirement plan solutions specialists will guide you through the complexities of retirement plan design, implementation, and strategies. We can help you identify retirement plan opportunities inside your existing book of business and within your community, and work with you to develop these leads into new business relationships.

Insurance Solutions
Our specialists help you design insurance product solutions and bring you creative marketing ideas. We help you save time on case design, implementation, and operational assistance. We have strategic alliances with several insurance carriers to design state‑of‑the‑art, advanced insurance product solutions and bring you creative marketing ideas.

Investment Solutions
Need help navigating the complicated world of alternative and traditional investments? Our investment solutions professionals can help you with competitive portfolio and statement reviews, as well as portfolio management and financial planning systems.

Award-winning Technology

Professional accounts can access over 125 market centers in 31 countries where they can trade stocks, options, futures, forex, fixed income, cryptocurrencies, and ETFs – all from a single Integrated Investment Account. Galleon Trading platforms offer a wide range of product centered tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF replicator; fixed income screeners for corporate, municipal and agency bonds and CDs – and more.

Client PortalDesktopMobileWebIBotAPI
Stocks
Options
Futures
Forex
Warrants
Combinations
Bonds
Mutual Funds
Structured Products
Physical Metals
Cryptocurrencies
Inter-Commodity Spreads

The Transition Process

Experience our core value of flexibility through our customized transition plans. All new advisors to our platform are placed through our proprietary Transitionship Program-an extensive 12 week orientation that introduces you and your team to the many benefits, features, tools, and technologies of Global Advisers. Our Transition Team serves as your primary point of contact during the transition process, serving as a liaison between you and our home office departments. As the process evolves, you will be gradually introduced to the rest of the firm. Our experienced team is dedicated to providing you with a seamless and straightforward transition, allowing you to continue providing your clients with the outstanding service they deserve.

Marketing Solutions for Financial Professionals

Our outsourcing options includes customizable marketing and website development to help independent advisors grow and manage their businesses. We offer marketing collateral that can be customized for your business and brand. You can work with the in-house Public Relations and Creative Marketing Team to brainstorm developing a targeted message and design for the campaign you envision. We invite you to take advantage of our in-house, collaborative relationship with the Compliance Department and our experience in the independent advice channel. We are excited to work with you to create a piece that speaks to you and the unique business you’ve dedicated your expertise to building.

In addition to our in-house outsourcing options through the Public Relations and Creative Marketing Team, Our Practice Management Team is engaged in relationships with leading industry marketing firms to provide you with additional options for tools and assistance to develop your brand and marketing. Our Practice Management Team can help you connect with a number of resources internally to help grow and streamline your business.

Compliance Support for you and your Team

Advisors trading through Global Advisers gain access to Greenwich Compliance for help with their registration and start-up compliance needs for a reasonable fee. Also included: compliance webinars, spotlight articles, archivable email storage, more.

Overview

Accounts for Professional Advisors

We offer a broad range of choices combined with the highest payout for independent financial professionals. Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.

Establish

Ready to learn more?

Join a culture of true independence where you, the financial professional, controls the journey.

Our 12-week Transitionship program will help guide you and help you establish your new or existing business.

We value your privacy. All information is strictly confidential.



Name:*
Address:*
E-mail:*
Phone Number (including area code):*
Current broker-dealer/RIA?*
Annual Production:*
Current AUM:*
Which of the following interest you?: (select all that apply)*
Additional information:*
Verification:

Support

Supporting Your Business

Our tools help you create and maintain relationships with your clients, grow and sustain your independent firm, and successfully reach your business goals. Our Practice Management Team is here to help you focus on your role as a business owner, providing you with a customized course and setting you on the path to achieve your unique goals. Our coaching programs offer hands-on coaching with specialized executive and departmental consulting. Our coaches partner with you to develop the efficiencies needed to achieve personal and financial growth.

Global Advisers One-Free program allows advisers with a certain amount of Assets Under Management (AUM) to pay one, annual fee each year vs. a percentage of fees.

Grow

Client Outreach and Marketing

We offer marketing collateral that can be customized for your business and brand. You can work with the in-house Public Relations and Creative Marketing Team to brainstorm developing a targeted message and design for the campaign you envision. We invite you to take advantage of our in-house, collaborative relationship with the Compliance Department and our experience in the independent advice channel. We are excited to work with you to create a piece that speaks to you and the unique business you’ve dedicated your expertise to building.

In addition to our in-house outsourcing options through the Public Relations and Creative Marketing Team, Our Practice Management Team is engaged in relationships with leading industry marketing firms to provide you with additional options for tools and assistance to develop your brand and marketing. Our Practice Management Team can help you connect with a number of resources internally to help grow and streamline your business.

Solutions

Solutions for Every Client

Client Solutions
We understand your clients are your most valuable asset. Our team of highly qualified specialists supports you in creating optimal solutions for your clients in the areas of estate planning, fee-based accounts, insurance, investments, and case specific financial planning and retirement plan acquisition. This highly specialized team provides comprehensive direction and guidance on case development involving multiple products and financial planning strategies. You can take advantage of one-on-one consultations, case insight, training with our specialists, along with case development reports that address the planning objectives and possible solutions for your high-net-worth and business clients.

Retirement Plan Solutions
Our retirement plan solutions specialists will guide you through the complexities of retirement plan design, implementation, and strategies. We can help you identify retirement plan opportunities inside your existing book of business and within your community, and work with you to develop these leads into new business relationships.

Insurance Solutions
Our specialists help you design insurance product solutions and bring you creative marketing ideas. We help you save time on case design, implementation, and operational assistance. We have strategic alliances with several insurance carriers to design state‑of‑the‑art, advanced insurance product solutions and bring you creative marketing ideas.

Investment Solutions
Need help navigating the complicated world of alternative and traditional investments? Our investment solutions professionals can help you with competitive portfolio and statement reviews, as well as portfolio management and financial planning systems.

Technology

Award-winning Technology

Professional accounts can access over 125 market centers in 31 countries where they can trade stocks, options, futures, forex, fixed income, cryptocurrencies, and ETFs – all from a single Integrated Investment Account. Galleon Trading platforms offer a wide range of product centered tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF replicator; fixed income screeners for corporate, municipal and agency bonds and CDs – and more.

Client PortalDesktopMobileWebIBotAPI
Stocks
Options
Futures
Forex
Warrants
Combinations
Bonds
Mutual Funds
Structured Products
Physical Metals
Cryptocurrencies
Inter-Commodity Spreads
Transition

The Transition Process

Experience our core value of flexibility through our customized transition plans. All new advisors to our platform are placed through our proprietary Transitionship Program-an extensive 12 week orientation that introduces you and your team to the many benefits, features, tools, and technologies of Global Advisers. Our Transition Team serves as your primary point of contact during the transition process, serving as a liaison between you and our home office departments. As the process evolves, you will be gradually introduced to the rest of the firm. Our experienced team is dedicated to providing you with a seamless and straightforward transition, allowing you to continue providing your clients with the outstanding service they deserve.

Marketing

Marketing Solutions for Financial Professionals

Our outsourcing options includes customizable marketing and website development to help independent advisors grow and manage their businesses. We offer marketing collateral that can be customized for your business and brand. You can work with the in-house Public Relations and Creative Marketing Team to brainstorm developing a targeted message and design for the campaign you envision. We invite you to take advantage of our in-house, collaborative relationship with the Compliance Department and our experience in the independent advice channel. We are excited to work with you to create a piece that speaks to you and the unique business you’ve dedicated your expertise to building.

In addition to our in-house outsourcing options through the Public Relations and Creative Marketing Team, Our Practice Management Team is engaged in relationships with leading industry marketing firms to provide you with additional options for tools and assistance to develop your brand and marketing. Our Practice Management Team can help you connect with a number of resources internally to help grow and streamline your business.

Compliance

Compliance Support for you and your Team

Advisors trading through Global Advisers gain access to Greenwich Compliance for help with their registration and start-up compliance needs for a reasonable fee. Also included: compliance webinars, spotlight articles, archivable email storage, more.

Professional Advisor Services

Money Management, Advisory, and Asset Management

If you do not have access to this website please contact your Institutional Management team.

For Global Advisers’ corporate website, please visit pro.globaladvisers.com.

Access to and use of this site is limited to authorized customers of certain affiliates of Global Advisers, LLC and certain other authorized persons.

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Research

Covering areas such as economics, portfolio strategy, derivatives and equity and debt securities in more than 50 economies and regions worldwide, our research reports help investors understand better the issues and trends that affect companies, industries, sectors, and markets.

News, Charts, Quotes and Fundamental Research

We offer professional-grade research platforms designed to help you make better decisions about your investment choices.

Research Platforms

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Trading Platforms

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Securities Financing

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. If you have…

InvestAlytics

Behind every great algorithm lies a person or group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our Wealth Management clients.

NAVI GA TE

A weekly email from Global Advisers about economic and political trends shaping markets, industries, and the global economy.