Outsourcing Services for Financial Advisors

As a financial advisor, the greatest value you bring to your clients is offering advice and expertise, not running a back office or handling administrative tasks. With the Wealth Advisor Alliance, you gain the resources and expertise you need to grow and thrive.

Forum Financial Management, LP founded the Wealth Advisor Alliance to pool the resources of like-minded investment advisory firms who deliver comprehensive wealth management services and investment solutions built around Dimensional Fund Advisors and Vanguard. We deliver comprehensive TAMP services and succession planning solutions to DFA advisors and RIAs that share this philosophy.

Who We Serve

The solo financial advisor looking for community and growth. The ensemble firm preparing the next generation of partners. The seasoned financial advisor planning for succession or continuity. No matter where you are in your advisory career, together we can solve the technology and scalability burdens we each face as independent advisor-owned companies.

Solo Advisors

Congratulations on starting the path to entrepreneurship. With the Wealth Advisor Alliance, you can access resources and expertise in the functional areas that keep your business running every day, develop a strategy to support your long-term success and create an optimal client experience.

Dual Advisors

Your RIA firm is struggling with scalability and growth. If you are feeling stuck and need to re-evaluate where you spend your firm’s time and energy, rely on our team to help you address critical gaps, fill essential staffing and back-office needs, and develop a realistic plan for the future.

Ensemble Firms

Do you have a support staff and associate advisors, but spend way too much time managing people, technology or non-revenue-producing aspects of your business? Overcome operational issues and barriers to growth through outsourced solutions that allow you to focus on serving your clients.

Succession

As a financial advisor, you have helped so many clients care for what they have spent their life building. Now the honest question: Have you applied those same principles to your own life’s work? The Wealth Advisor Alliance can provide guidance and resources you need to plan your succession on your terms.

Focus on the right parts of your business and grow with purpose. Here's how we can help.

Operations

Outsource your trading and operations staff, processes and tasks so you have more time to focus on serving your clients and building your team.

Discover solutions in:

  • Reporting
  • Trading
  • Billing

Resources

Realize efficiencies with innovative technology solutions and tools — developed by advisors, for advisors — to enable a more streamlined client experience.

Benefit from solutions in:

  • Technology
  • Compliance
  • Community

Choose Your Path

No matter what path you pursue as a member of the Wealth Advisor Alliance, one thing is clear — you will always stay in control of your earning potential, your clients and your future.

See the Numbers for Yourself: Try Our Calculator Tool

What's Your Number?

Join Forum

Forum delivers the credibility of a well-established firm that services or manages more than $7.6 billion in assets (as of June 2023). Our advisors are entrepreneurs — as such, we are an advisor-owned firm and intend to stay that way. With Forum, you can better leverage your time and increase the chances of raising your client engagement, referral and revenue rates.

Maintain Independence

If you choose to retain your RIA firm to keep brand consistency, control core differentiation elements or target a specialized niche, the Wealth Advisor Alliance provides highly efficient back-office services for RIA firms and a community of like-minded advisors. We take care of the processes that keep your business running — you take care of your clients.

Investing Driven by Evidence

We have developed and refined a consistent, strategic investment philosophy supported by a significant body of academic research and market theory. An approach grounded in academia may sound boring — but we wholeheartedly disagree with that assessment. In fact, we could talk for hours about the five-factor model and the power of globally diversified portfolios. If you love data, you have come to the right place.