Truly successful independent financial advisors enjoy the autonomy to offer clients the most suitable options for achieving their financial goals without being constrained by cookie-cutter products or corporate agendas. This independent approach builds trust in a client relationship and allows advisors to become true wealth managers.

At First Allied, it all starts with access to a differentiated product suite that enables advisors to stand apart from the competition, providing a competitive advantage based on both exclusivity and quality. This differentiated offering encompasses two distinct areas: alternative investments and asset management.

In addition to this differentiated product offering, First Allied equips independent advisors a comprehensive offering of leading financial services products, from some of the industry’s top providers.

We are dedicated to maintaining an open architecture. In addition to our own product selections, we count on our advisors to alert us to new products and services we can review and approve for all to use. We are flexible and welcome suggestions; however, we also have a strict due diligence process that attempts to ensure that only industry-leading products are offered to our advisors. As a result, you may enjoy variety, the opportunity to participate in the selection process, and access to products that complement your existing business and allow you to enter entirely new market segments if you choose. First Allied utilizes the clearing services of Pershing, LLC and J.P. Morgan Clearing Corp.