Own your business.
Not the other way around.
Avise is an RIA co-op that helps you build your ideal business.
Being a financial advisor should be more than a sales position. You should get to decide what your practice looks like.
That starts with a support system that frees you up to do what you do best: Work with clients to achieve their goals.
Avise takes the complexity out of starting and running your firm, so you can do just that.
Who’s a good fit?
Advisors burned out from managing a business instead of client relationships.
People feeling limited in advancing their careers as part of a larger team.
Those working at large companies who would like more personal relationships with clients.
Advisors who want to eliminate corporate bloat and reduce fees for clients.
Anyone passionate about owning their RIA who needs help.
Built for entrepreneurs, by entrepreneurs.
Avise was founded by people passionate about providing others with new opportunities previously inaccessible by many. Our platform makes it easy for quality advisors to offer good advice to more people.
1. You’re in control.
You own your business and your clients. Our network is here to help you launch and operate a high-quality practice.
2. Hands-on support.
If you’re just starting, we’ll walk you through launching and running your business step by step.
3. Choose your resources.
Everything you need to run your firm, from compliance to marketing, is available, but you only pay for what you need.
4. Mutually-aligned network.
For advisors by advisors. We aren’t backed by VCs or corporations. Our collective’s number one priority is the success of you and your clients.
5. Education and mentorship.
As a co-op, a big part of our mission is to help each other succeed. You’ll gain access to seasoned firms who have built successful RIAs.
Here’s what you get with Avise.
Operations
Advisor onboarding
Full compliance & regulatory outsourcing
Generating performance reports
Risk management
Handling billing & fee collection
Reconciling client accounts
Maintaining technology systems
E&O and cyber security insurance
Practice Management
Technology integration
Workflow & process optimization
Vendor due diligence
Marketing & branding support
Vetted partner discounts
Outsourced Support*
Client onboarding
Custodial tasks
Account maintenance
Data gathering & entry
Financial plan creation
Planning recommendations
Investment research
*Outsourced support is a separate service line billed at an hourly rate.
Outsourced Support
Member advisors will have the opportunity to purchase support hours in 10-hour increments per month in the following categories:
Client Service Associate - $45/hr
Paraplanner - $55/hr
Associate Financial Planner - $70/hr
Vetted Partner Network
Avise has partnered with talented organizations ranging from web design to operations consultants to business coaches to help you level up your game. Several of them offer exclusive discounts just for our members.
Technology
The membership fee covers a comprehensive suite of technology designed to streamline the business operations of our member advisors.
AdvicePay
Facilitates fee-for-service financial planning and advice.
Advyzon
Assists advisors in managing various aspects of their practice, including AUM fee billing, portfolio management, and reporting.
MessageWatcher
Compliantly monitors and archives digital communication, including websites, email, and social media.Wealthbox
Streamlines and centralizes client-related information, communication, and tasks.
Voting Rights
Avise operates as a democratic organization governed by its members. In simpler terms, each member advisor holds an equal vote in determining the cooperative's operations.
Gone are the days of the traditional business where the C-suite makes unilateral decisions.
Patronage Dividends
Success for Avise translates to success for its member advisors. In the event of yearly profit for Avise, that surplus is distributed to members in proportion to their level of participation—a notable departure from profit-driven corporations.
What does it cost?
The membership fee is a percentage based on gross revenue. Click below to access our calculator and see what you would pay based on your firm’s usage.
Revenue
% Paid
$0 - $500,000
$500,000 - $1,000,000
$1,000,000+
First
Second
Third
15%
10%
5%