We’re not going to sell you out to PE.
Public Enemy #1 (and proud of it)
Our CEO has made a reputation calling out private equity roll-ups for quietly stripping advisors of their equity, their brand, and their say. Watch him sit down with “The PE Guy” — Chuck Failla’s satirical (but pointed) take on what PE-backed consolidation really means for independent advisors.
In the press.
Sovereign and our leadership are regularly featured across the industry press for straight talk on payouts, transparency, and what independence really costs.
goRIA
InvestmentNews’ dedicated hub for RIA transition news — where Sovereign’s story regularly shows up.
Schwab Independent Advisor Outlook Study
Schwab’s annual study on the trends shaping independent advice — trust, talent, and technology.
What’s Your TRUE Net Payout?
Chuck Failla’s InvestmentNews op-ed on why headline payout numbers rarely tell the whole story.
Portfolio Group TAMP Rebalancing
ETF.com highlights the tax-efficient rebalancing approach behind Sovereign’s in-house TAMP.
Broker-Dealers’ Public Enemy #1
InvestmentNews on why Sovereign’s CEO has become a thorn in the side of the traditional broker-dealer model.
goRIA with “The PE Guy”
Chuck Failla’s satirical interview with Johnny Hilbrant, aka “The PE Guy,” on what private equity really wants from your practice.
Built to serve small teams and solopreneurs.
Nothing we love better than growing a $200k advisor into a $1mm advisor.