Independence Your Way™

You focus on your clients. We help carry the rest.

Your Firm, Your Way

Built around the way you want to work.

Sovereign offers three ways to work with us, whether you’re preparing to “goRIA” or already operating independently. Choose the level of partnership and support that fits your firm, your goals, and how much you want to manage yourself.

Access the infrastructure, technology, and specialized services you need, from compliance, trading, and financial planning to tax, estate planning, client support, operations, and marketing.

See How It Works

Two financial advisors shake hands in a public place, illustrating that Sovereign Advisor Solutions helps fiduciary advisors go independent the way they want to work

The goRIA solution for
small teams and solopreneurs.

goRIA is our name for what independence actually looks like day to day: the compliance, technology, and back-office support of a full RIA, sized and priced for a solo advisor or a small team. You keep your book and your brand. We handle the infrastructure.

Learn More

Welcome to Sovereign Advisor Solutions

The choice is yours.

Whether you want to step fully into the Sovereign brand or keep your own and let us build everything behind it, there’s a path that matches how independent you want to be.

Solution 1

Step Into Sovereign

Come on board as part of Sovereign Advisors. You operate under the Sovereign name, platform, and support, stepping straight into an established brand and infrastructure from day one.

Best for advisors who want a complete, ready-made home and the credibility of an established name.

See How It Works

Solution 2

Your Brand, Our Backing

Affiliate under our ADV while building and marketing a brand that’s unmistakably yours. You get the regulatory and operational backing of an established RIA — and a website, identity and presence that carry your name, not ours. Independence without the cost and complexity of running your own RIA.

Best for advisors with equity in their own name who want autonomy over their brand without going it alone.

See What’s Yours

Solution 3

Sovereign as a Service™

We set up everything an advisor needs to launch and grow — website, video, podcast, social media, branding, SEO/AEO, and online advertising — all built and managed for you. You own the practice and the client relationships; we own the digital presence behind them. Compliance stays with you. Everything else is on us.

Best for independent advisors who want a complete, professionally run digital presence without building a marketing operation themselves.

See What’s Included

Not sure which path fits?

Let’s map where you want your practice to go.

Get In Touch

Two men in suits shake hands on a stair going up. Perhaps one is a breakaway advisor who has found the right independent platform at Sovereign Advisor Solutions

Platform Fees

Clear pricing with no surprises.

Every Sovereign pathway comes with straightforward platform fees laid out in full. You’ll see what’s included, what’s optional, and what your payout looks like.

See the Full Breakdown

Getting Started

Your steps to launch.

Step 1

We learn where your practice is and where you want it to go. Then we lay out which of the three paths we recommend. You choose.

Step 2

Join Sovereign, brand as yourself, or have us build it all. Pick the level of independence that fits, and we’ll handle the rest.

Step 3

Launch with a brand, a platform, and a team behind you. Then focus on clients while the infrastructure runs itself.

Go independent without going it alone.

Everything you need to run a fiduciary practice is already in place. You bring the clients. We bring the rest.

Get Started