Partnerships

Take our partnership to the next level

When working with Advicent, you get more than just a vendor; you get a partner that truly understands the unique needs of your firm. This is why any large financial institution that enters a strategic partnership with Advicent gains access to flexible benefits, including substantial discounts on industry-leading technology.

View our current broker‑dealer and association partnerships below, or contact an Advicent representative to learn more.

(855) 885-7526   |   strategicpartnerships@advicentsolutions.com



Our strategic partners

Associations

Financial Planning Association

FPA (Financial Planning Association)

Garrett Planning Network logo

Garrett Planning Network

Society of Financial Services Professionals

Society of Financial Service Professionals

Broker-dealers

Advicent Partner Allstate Logo

Allstate Financial Services

Advicent Partner Ameritas Logo

Ameritas Investment Corp

Avantax Wealth Management logo

Avantax Wealth Management

Advicent Partner Cambridge Investment Logo

Cambridge Investment Research

Advicent Partner Capital Financial Logo

Capital Financial Group/H. Beck

Advicent Partner Cantaurus Financial Logo

Centaurus Financial, Inc.

Advicent Partner Schwab OpenView Gateway Logo

Charles Schwab & Co, Inc.

Commonwealth Financial

Commonwealth Financial Network

Advicent Partner Geneos Logo

Geneos Wealth Management Inc.

Advicent Partner Gradient Securites Logo

Gradient Securities, LLC

Advicent Partner Harbour Investments Logo

Harbour Investments, Inc.

Advicent Partner Investors Capital Logo

Investors Capital Corporation

Advicent Partner JW Cole Logo

J.W. Cole Financial, Inc.

Advicent Partner Kovack Securites Logo

Kovack Securities Inc.

Nationwide Mutual Insurance Company

Nationwide Mutual Insurance Company

Advicent Partner Packerland Brokerage Logo

Packerland Brokerage Services, Inc

Advicent Partner Securites America Logo

Securities America, Inc

Advicent Partner Signator Investors Logo

Signator Investors, Inc.

Advicent Partner Summit Brokerage Logo

Summit Brokerage Services, Inc

Advicent Partner The Leaders Group Logo

The Leaders Group, Inc

Advicent Partner Triad Advisors Logo

Triad Advisors

Our enterprise partners

Fisher Investments logo

Fisher Investments

Janney Montgomery Scott logo

Janney Montgomery Scott

Primerica logo

Primerica

Desjardins logo

Desjardins

Assante Wealth Management logo

Assante Wealth Management

First West Credit Union logo

First West Credit Union

Odlum Brown logo

Odlum Brown

Aegon logo

Aegon

Independer logo

Independer

Knab logo

KNAB

Rabobank logo

Rabobank

Willis Towers Watson logo

Willis Towers Watson