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Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
Counterpart is backed by insurance leaders, technology experts, and experienced entrepreneurs with a remarkable track record of success. We are the first management liability platform that can not only efficiently predict claims - we can also help you prevent them
Republic Capital Group is an investment banking firm that specializes in serving the RIA, Wealth and Asset Management communities with mergers, acquisitions, and capital needs.
Fraser Management Associates is a Burlington, VT-based company in the Financial Services sector.